MB
| |
MONROE BANK & TRUST/MI13F | |
| MONROE BANK & TRUST/MI | |
| Last update 2019-07-29 | 105 Stocks (2 new) |
| Value $293.00 Mil | Turnover 4 % |
| Portfolio Report | |
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 $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGG | iShares Core U.S. Aggregate Bond ETF | 643,186 | 71619.000 | +13.53% | 24.480 | +2.92% | 0.080 | +3.82% | +2.25% | 120527.955 | ||
IVW | iShares S&P 500 Growth ETF | 455,536 | 20413.000 | -12.38% | 6.980 | -0.89% | 0.020 | +2.46% | +26.36% | 52799.120 | ||
IYW | iShares U.S. Technology ETF | 295,120 | 14600.000 | -7.40% | 4.990 | -0.36% | 0.090 | -1.27% | +21.73% | 18640.335 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 163,437 | 14137.000 | -5.30% | 4.830 | -0.25% | 0.100 | +4.37% | +2.84% | 18690.482 | ||
GSY | Invesco Ultra Short Duration ETF | 244,128 | 12297.000 | -3.31% | 4.200 | -0.14% | 0.490 | +0.62% | +0.98% | 2236.428 | ||
IVE | iShares S&P 500 Value ETF | 90,249 | 10520.000 | -9.88% | 3.600 | -0.36% | 0.060 | +7.44% | +12.86% | 35178.871 | ||
IWC | iShares Micro-Cap ETF | 93,854 | 8746.000 | -7.61% | 2.990 | -0.23% | 1.110 | +11.54% | +7.39% | 909.670 | ||
IJR | iShares Core S&P Small-Cap ETF | 102,418 | 8017.000 | +47.01% | 2.740 | +0.88% | 0.020 | +11.07% | +8.04% | 86207.723 | ||
EEM | iShares MSCI Emerging Markets ETF | 182,213 | 7819.000 | -7.03% | 2.670 | -0.19% | 0.030 | +2.03% | +8.65% | 17793.424 | ||
BWX | SPDR Bloomberg International Treasury Bond ETF | 258,800 | 7484.000 | -7.09% | 2.560 | -0.18% | 0.810 | +7.68% | +0.39% | 1054.132 |
MONROE BANK & TRUST/MI's Historical Top Holdings Breakdowns
MONROE BANK & TRUST/MI Total Holding History ($B)
MONROE BANK & TRUST/MI's Asset Allocation
MONROE BANK & TRUST/MI Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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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