Portfolio (Quarterly)
Guide ↗
Mechanics Bank Trust Department
· CIK 0001439743| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | INTU | INTUIT | Technology | 813 | $539K | 0.07% | SOLD |
| 2 | TMUS | T-MOBILE US INC | Communication Services | 1,822 | $370K | 0.05% | SOLD |
| 3 | CRM | SALESFORCE INC | Technology | 1,290 | $342K | 0.04% | SOLD |
| 4 | IUSG | ISHARES TR | — | 1,704 | $286K | 0.04% | SOLD |
| 5 | COF | CAPITAL ONE FINL CORP | Financial Services | 1,100 | $267K | 0.04% | SOLD |
| 6 | SYY | SYSCO CORP | Consumer Defensive | 2,999 | $221K | 0.03% | SOLD |
| 7 | BOND | PIMCO ETF TR | — | 2,371 | $221K | 0.03% | SOLD |
| 8 | BA | BOEING CO | Industrials | 1,004 | $218K | 0.03% | SOLD |
| 9 | BRO | BROWN & BROWN INC | Financial Services | 2,715 | $216K | 0.03% | SOLD |
| 10 | A | AGILENT TECHNOLOGIES INC | Healthcare | 1,500 | $204K | 0.03% | SOLD |
| 11 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 9,100 | $203K | 0.03% | SOLD |
Sector Allocation
Financial Services
23.6%
Technology
23.4%
Healthcare
10.0%
Communication Services
10.0%
Consumer Defensive
9.5%
Consumer Cyclical
8.8%
Industrials
6.4%
Energy
5.8%
Utilities
1.5%
Real Estate
0.8%