Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of Monterey Private Wealth, Inc.

Industry Market Value
Percent
20 - Food And Kindred Products 1,275,000 0.73
26 - Paper And Allied Products 371,000 0.21
28 - Chemicals And Allied Products 3,867,000 2.23
29 - Petroleum Refining And Related Industries 823,000 0.47
30 - Rubber And Miscellaneous Plastics Products 217,000 0.13
35 - Industrial And Commercial Machinery And Computer Equipment 12,092,000 6.97
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 916,000 0.53
37 - Transportation Equipment 4,218,000 2.43
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 503,000 0.29
40 - Railroad Transportation 515,000 0.30
46 - Pipelines, Except Natural Gas 457,000 0.26
48 - Communications 1,095,000 0.63
49 - Electric, Gas, And Sanitary Services 210,000 0.12
52 - Building Materials, Hardware, Garden Supply, And Mobile Home Dealers 467,000 0.27
53 - General Merchandise Stores 1,008,000 0.58
58 - Restaurants, Dining, Eating And Drinking Places 559,000 0.32
59 - Miscellaneous Retail 1,472,000 0.85
60 - Depository Institutions 1,358,000 0.78
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 834,000 0.48
63 - Insurance Carriers 6,645,000 3.83
65 - Real Estate 579,000 0.33
67 - Holding And Other Investment Offices 576,000 0.33
73 - Business Services 6,403,000 3.69
79 - Amusement And Recreation Services 1,623,000 0.94
Industry Not Reported 125,403,000 72.28
Total 173,486,000 100.00