MNBTD

Moody National Bank Trust Division Portfolio holdings

AUM $1.05B
1-Year Est. Return 29.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$948M
AUM Growth
-$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$6.53M
3
+$5.35M
4
AAPL icon
Apple
AAPL
+$2.63M
5
MSFT icon
Microsoft
MSFT
+$2.05M

Top Sells

1
+$2.16B
2
+$4.46M
3
+$3.68M
4
WFRD icon
Weatherford International
WFRD
+$3.62M
5
DRE
Duke Realty Corp.
DRE
+$3.45M

Sector Composition

1 Financials 33.56%
2 Technology 16.23%
3 Healthcare 10.33%
4 Consumer Discretionary 6.43%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
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