MB

MONROE BANK & TRUST/MI

13F
MONROE BANK & TRUST/MI
Last update 2019-07-29 105 Stocks (2 new)
Value $293.00 Mil Turnover 4 %
Countries:
Top Holdings: AGG(24.48%)IVW(6.98%)IYW(4.99%)BIV(4.83%)GSY(4.20%)
Summary Stock Picks Current Portfolio
MONROE BANK & TRUST/MI Top Holdings of 2019-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
643,186
71,619.0
+13.53%
24.480
+2.92%
0.080
+1.65%
+3.49%
128,152.2
 
IVW
iShares S&P 500 Growth ETF
455,536
20,413.0
-12.38%
6.980
-0.89%
0.020
+25.22%
+11.61%
62,137.8
 
IYW
iShares U.S. Technology ETF
295,120
14,600.0
-7.40%
4.990
-0.36%
0.090
+32.34%
+12.06%
22,438.5
 
BIV
Vanguard Intermediate-Term Bond ETF
163,437
14,137.0
-5.30%
4.830
-0.25%
0.100
+2.32%
+4.79%
23,145.5
 
GSY
Invesco Ultra Short Duration ETF
244,128
12,297.0
-3.31%
4.200
-0.14%
0.490
+1.38%
+3.15%
2,720.4
 
IVE
iShares S&P 500 Value ETF
90,249
10,520.0
-9.88%
3.600
-0.36%
0.060
+12.01%
+5.73%
40,043.9
 
IWC
iShares Micro-Cap ETF
93,854
8,746.0
-7.61%
2.990
-0.23%
1.110
+27.76%
+5.96%
886.6
 
IJR
iShares Core S&P Small-Cap ETF
102,418
8,017.0
+47.01%
2.740
+0.88%
0.020
+17.04%
-0.26%
83,183.4
 
EEM
iShares MSCI Emerging Markets ETF
182,213
7,819.0
-7.03%
2.670
-0.19%
0.030
+17.16%
+20.55%
18,987.0
 
BWX
SPDR Bloomberg International Treasury Bond ETF
SPDR Bloomberg International Treasury Bond ETF
258,800
7,484.0
-7.09%
2.560
-0.18%
0.810
+1.92%
+9.34%
1,532.5
 

MONROE BANK & TRUST/MI's Historical Top Holdings Breakdowns

MONROE BANK & TRUST/MI Total Holding History ($B)

To

MONROE BANK & TRUST/MI's Asset Allocation

To

MONROE BANK & TRUST/MI Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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MONROE BANK & TRUST/MI's Hypothetical Growth since 2019-06-30

MONROE BANK & TRUST/MI's Yearly Returns

Year Portfolio % % Excess Gain %

MONROE BANK & TRUST/MI's Holdings Heat Map

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MONROE BANK & TRUST/MI's Holdings Bubble Chart

MONROE BANK & TRUST/MI News

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