My WebLink
|
Help
|
About
|
Sign Out
Home
10A Consent
CityHall
>
City Clerk
>
City Council
>
Agenda Packets
>
2023
>
Packet 20230717
>
10A Consent
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
3/21/2024 5:53:56 PM
Creation date
7/18/2023 10:38:20 AM
Metadata
Fields
Template:
CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
7/17/2023
Retention
PERM
Document Relationships
Agenda 20230717
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2023\Packet 20230717
Reso 23-098 3rd qtr investment 22-23-2
(Reference)
Path:
\City Clerk\City Council\Resolutions\2023
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
47
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
Portfolio Characteristics <br />City of San Leandro Consolidated <br />03/31/23 12/31/22 <br />Portfolio Portfolio <br />Average Maturity (yrs)1.33 1.37 <br />Modified Duration 1.16 1.24 <br />Average Purchase Yield 2.10%1.98% <br />Average Market Yield 3.46%3.73% <br />Average Quality*AA/Aa1 AA/Aa1 <br />Total Market Value 229,012,366 207,692,842 <br />* Portfolio is S&P and Moody’s respectively. <br />As of March 31, 2023 <br />*Does not include accrued interest <br />Fund Name Account Market Value <br />3/31/2023 <br />Market Value <br />12/31/2022 <br />LAIF - City Pool LGIP $38,835,797 $38,545,642 <br />LAIF Successor Agency LGIP $28,580 $28,432 <br />Wells Fargo General Fund Bank $36,523,968 $17,772,223 <br />CAM Accrued Interest on LAIF $247,922 $303,897 <br />Total LAIF and Bank Balances $75,636,268 $56,650,194 <br />Investment Portfolio Market Value Separate Account $153,376,098 $151,042,648 <br />Total $229,012,366 $207,692,842 <br />26
The URL can be used to link to this page
Your browser does not support the video tag.