MNBTD
Moody National Bank Trust Division Portfolio holdings
AUM
$1.09B
1-Year Return
25.25%
This Quarter Return
+2.55%
1 Year Return
+25.25%
3 Year Return
+140.18%
5 Year Return
+314.99%
10 Year Return
+435%
AUM
$1.29B
AUM Growth
+$17.8M
(+1.4%)
Cap. Flow
+$1.14M
Cap. Flow
% of AUM
0.09%
Top 10 Holdings %
Top 10 Hldgs %
56.54%
Holding
488
New
25
Increased
201
Reduced
100
Closed
42
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$5.36M |
| 2 |
Vanguard Value ETF
VTV
|
$3.61M |
| 3 |
Exxon Mobil
XOM
|
$3.58M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.72M |
| 5 |
NVIDIA
NVDA
|
$2.68M |
Top Sells
Sector Composition
| 1 | Financials | 47.44% |
| 2 | Technology | 14.97% |
| 3 | Healthcare | 5.66% |
| 4 | Consumer Discretionary | 4.77% |
| 5 | Industrials | 4.34% |
