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Home > Institutional Investor > Mechanics Bank Trust Department > Profile

Instuitional Investor - Mechanics Bank Trust Department

Fund Profile
Filing Period:
Fund Name: Mechanics Bank Trust Department
Portfolio Value $641,103,010
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 88,451 $42,041,644 6.55%
2.
Apple Inc.
 AAPL 150,812 $29,035,833 4.52%
3.
Microsoft Corp
 MSFT 77,090 $28,988,923 4.52%
4.
Ishares Trust
 IEF 176,592 $19,541,669 3.04%
5.
Alphabet Inc.
 GOOG 131,231 $18,331,658 2.85%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)