MNBTD

Moody National Bank Trust Division Portfolio holdings

AUM $1.04B
1-Year Est. Return 24.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.4M
3
+$4M
4
CRWD icon
CrowdStrike
CRWD
+$3.75M
5
ZS icon
Zscaler
ZS
+$3.58M

Top Sells

1
+$11.1M
2
+$4.31M
3
+$738K
4
AME icon
Ametek
AME
+$709K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K

Sector Composition

1 Technology 16.47%
2 Financials 15.52%
3 Healthcare 10.38%
4 Consumer Discretionary 6.68%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-10,031
377
– –
-186,501
378
– –
-24,359
12 13 14 15
16