TCB

Texas Capital Bancshares Portfolio holdings

AUM $276M
1-Year Est. Return 21.62%
This Quarter Est. Return
1 Year Est. Return
+21.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$47.5M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.07M
3
+$776K
4
PFE icon
Pfizer
PFE
+$223K

Top Sells

1
+$1.1M
2
+$1.08M
3
+$1M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$556K
5
SBRA icon
Sabra Healthcare REIT
SBRA
+$384K

Sector Composition

1 Energy 22.03%
2 Healthcare 4.48%
3 Industrials 4.17%
4 Technology 3.81%
5 Financials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-17,694
52
– –
-22,713
1 2
3