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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
49
7
2
2
2
0
33
6
1
MONTECITO BANK TRUST

Time Period2018-12-31

Total Holdings191

Total Value ($x1000)289,454
Activities
New7

Increased80

Unchanged26

Decreased78

Sold Out18

Top 10 Stock Holdingstotal 36.09%
IWF7.35

IWD5.79

IJH3.83

SPY3.45

EFA3.37

 
GOVT3.22

CWI2.94

IEFA2.39

KO2.15

IJR1.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IWF
7.35%
RUS 1000 GRW ETF
IWD
5.79%
RUS 1000 VAL ETF
IJH
3.83%
CORE S&P MCP ETF
SPY
3.45%
TR UNIT
EFA
3.37%
MSCI EAFE ETF
GOVT
3.22%
U.S. TRS BD ETF
CWI
2.94%
MSCI ACWI EXUS
IEFA
2.39%
CORE MSCI EAFE
KO
2.15%
COM
IJR
1.6%
CORE S&P SCP ETF
MSFT
1.59%
COM
FLOT
1.53%
FLTG RATE BD ETF
CWB
1.5%
BRC CNV SECS ETF
IWM
1.48%
RUSSELL 2000 ETF
IWO
1.39%
RUS 2000 GRW ETF
JNJ
1.36%
COM
EEM
1.29%
MSCI EMG MKT ETF
IVV
1.23%
CORE S&P500 ETF
XLV
1.15%
SBI HEALTHCARE
NEAR
1.13%
SHT MAT BD ETF
JPM
0.98%
COM
GOOGL
0.97%
CAP STK CL A
QQQ
0.96%
UNIT SER 1
EMB
0.95%
JP MOR EM MK ETF
ITOT
0.92%
CORE S&P TTL STK
QUAL
0.85%
MSCI USA QLT FAC
PFE
0.84%
COM
CVX
0.83%
COM
VZ
0.83%
COM
COP
0.82%
COM
XLU
0.78%
SBI INT-UTILS
XOM
0.75%
COM
CSCO
0.7%
COM
XLK
0.7%
TECHNOLOGY
DEM
0.66%
EMERG MKTS ETF
XLY
0.65%
SBI CONS DISCR
IWR
0.64%
RUS MID-CAP ETF
INTC
0.62%
COM
ABBV
0.62%
COM
DIS
0.62%
COM DISNEY
V
0.62%
COM CL A
COST
0.59%
COM
XLP
0.58%
SBI CONS STPLS
AMLP
0.56%
ALERIAN MLP
IYW
0.56%
U.S. TECH ETF
FRANKLIN...
0.56%
COM
UNP
0.55%
COM
DGRW
0.54%
US DIVD GRT FD
PG
0.53%
COM
PEP
0.53%
COM
LLY
0.5%
COM
XLF
0.49%
SBI INT-FINL
VCSH
0.47%
SHRT TRM CORP BD
IHI
0.47%
U.S. MED DVC ETF
MMM
0.46%
COM
WMT
0.45%
COM
MDY
0.45%
UTSER1 S&PDCRP
WFC
0.44%
COM
TMO
0.44%
COM
MCD
0.43%
COM
NVDA
0.42%
COM
ECL
0.42%
COM
SCZ
0.41%
EAFE SML CP ETF
FISV
0.4%
COM
DVY
0.4%
SELECT DIVID ETF
IEMG
0.39%
CORE MSCI EMKT
VNQ
0.37%
REIT ETF
PSCH
0.36%
S&P SMLCP HELT
IBM
0.36%
COM
HACK
0.36%
PUREFUNDS ISE CY
DES
0.35%
SMALLCAP DIVID
HON
0.35%
COM
BMY
0.34%
COM
IWB
0.34%
RUS 1000 ETF
GLD
0.31%
GOLD SHS
VYM
0.3%
HIGH DIV YLD
EMR
0.3%
COM
IVW
0.3%
S&P 500 GRWT ETF
IJK
0.3%
S&P MC 400GR ETF
VEU
0.29%
ALLWRLD EX US
MRK
0.29%
COM
XLI
0.29%
SBI INT-INDS
FDX
0.28%
COM
WBA
0.27%
COM
PFF
0.27%
U.S. PFD STK ETF
IGV
0.27%
NA TEC-SFTWR ETF
GOOG
0.27%
CAP STK CL C
MTUM
0.26%
MSCI USAMOMFCT
PYPL
0.26%
COM
USMF
0.26%
US MULTIFACTOR
VFC
0.25%
COM
MSI
0.24%
COM NEW
SCHW
0.24%
COM
FB
0.24%
CL A
SKYY
0.24%
ISE CLOUD COMP
DHR
0.23%
COM
IJT
0.23%
SP SMCP600GR ETF
CVS
0.23%
COM
HD
0.23%
COM
CLX
0.22%
COM
EPD
0.22%
COM
IJJ
0.22%
S&P MC 400VL ETF
USB
0.22%
COM NEW
ACWI
0.21%
MSCI ACWI ETF
UTX
0.21%
COM
SWK
0.21%
COM
CF
0.2%
COM
KMB
0.19%
COM
ITW
0.19%
COM
PM
0.18%
COM
IVE
0.18%
S&P 500 VAL ETF
MA
0.18%
CL A
MO
0.18%
COM
GWW
0.18%
COM
HEFA
0.17%
HDG MSCI EAFE
PEG
0.17%
COM
GSLC
0.17%
EQUITY ETF
VO
0.17%
MID CAP ETF
MDLZ
0.17%
CL A
NFLX
0.17%
COM
DON
0.17%
MIDCAP DIVI FD
HPQ
0.16%
COM
ROP
0.16%
COM
LOW
0.16%
COM
VLO
0.15%
COM
CAT
0.15%
COM
GILD
0.15%
COM
XLE
0.15%
SBI INT-ENERGY
CNK
0.15%
COM
IR
0.15%
SHS
MCK
0.15%
COM
DTE
0.15%
COM
KRE
0.14%
S&P REGL BKG
ORCL
0.14%
COM
COF
0.14%
COM
NKE
0.14%
CL B
GD
0.14%
COM
ALK
0.14%
COM
HST
0.14%
COM
ADBE
0.14%
COM
SYY
0.14%
COM
TSN
0.14%
CL A
RWR
0.14%
DJ REIT ETF
CELG
0.13%
COM
GS
0.13%
COM
SIVB
0.13%
COM
IWS
0.13%
RUS MDCP VAL ETF
CMI
0.13%
COM
IJS
0.13%
SP SMCP600VL ETF
D
0.13%
COM
AMP
0.13%
COM
UNM
0.13%
COM
T
0.13%
COM
LKQ
0.13%
COM
XYL
0.13%
COM
CTSH
0.12%
CL A
DWDP
0.12%
COM
UNH
0.12%
COM
NOV
0.12%
COM
USMV
0.12%
USA MIN VOL ETF
XBI
0.12%
S&P BIOTECH
DRI
0.12%
COM
KBE
0.11%
S&P BK ETF
IHF
0.11%
US HLTHCR PR ETF
XHS
0.11%
HLTH CARE SVCS
STZ
0.11%
CL A
SO
0.11%
COM
CHRW
0.11%
COM NEW
INVESTME...
0.11%
COM
GIS
0.1%
COM
VEA
0.1%
FTSE DEV MKT ETF
BLK
0.1%
COM
VIG
0.1%
DIV APP ETF
INFINEON...
0.1%
PFD STK
EPP
0.1%
MSCI PAC JP ETF
PANW
0.09%
COM
MBB
0.09%
MBS ETF
NEE
0.09%
COM
RWX
0.09%
DJ INTL RL ETF
VB
0.09%
SMALL CP ETF
BIIB
0.09%
COM
ENB
0.08%
COM
VTI
0.08%
TOTAL STK MKT
TJX
0.08%
COM
ROYCE PE...
0.08%
COM
VWO
0.08%
FTSE EMR MKT ETF
PSX
0.08%
COM
SBUX
0.07%
COM
IWN
0.07%
RUS 2000 VAL ETF
VOO
0.07%
SHS
GE
0.05%
COM
RSP
0.45%
S&P500 EQL WGT
ITA
0.25%
U.S. AER&DEF ETF
XOP
0.24%
S&P OILGAS EXP
FDN
0.17%
DJ INTERNT IDX
XHE
0.14%
HLTH CR EQUIP
SRCL
0.13%
COM
XLB
0.11%
SBI MATERIALS
IYT
0.1%
TRANS AVG ETF
CTAS
0.09%
COM
PNC
0.09%
COM
TXN
0.08%
COM
NSC
0.08%
COM
AMJ
0.08%
ALERIAN ML ETN
EOG
0.08%
COM
VDE
0.08%
ENERGY ETF
QCOM
0.07%
COM
VYMI
0.06%
INTL HIGH ETF
REM
0.06%
MTG REL ETF NEW