TCBWMS

Texas Capital Bank Wealth Management Services Portfolio holdings

AUM $1.07B
1-Year Est. Return 16.87%
This Quarter Est. Return
1 Year Est. Return
+16.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$932M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.93M
3
+$7.81M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$7.63M
5
MS icon
Morgan Stanley
MS
+$6.87M

Top Sells

1
+$9.18M
2
+$8.79M
3
+$8.73M
4
AMZN icon
Amazon
AMZN
+$6.47M
5
USB icon
US Bancorp
USB
+$5.66M

Sector Composition

1 Technology 12.31%
2 Consumer Discretionary 5.46%
3 Financials 5.29%
4 Healthcare 5.16%
5 Industrials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.9K ﹤0.01%
21,500
227
– –
-1,457
228
– –
-16,500
229
– –
-3,059
230
– –
-10,200
231
– –
-2,430
232
– –
-1,124
233
– –
-2,375
234
– –
-600
6 7 8 9
10