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TCBWMS

Texas Capital Bank Wealth Management Services Portfolio holdings

AUM $1.68B
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.94M
3
+$5.79M
4
MSFT icon
Microsoft
MSFT
+$5.61M
5
NVDA icon
NVIDIA
NVDA
+$4.88M

Top Sells

1
+$3.15M
2
+$2.83M
3
+$2.4M
4
AAPL icon
Apple
AAPL
+$2.37M
5
VBTX
Veritex Holdings
VBTX
+$2.1M

Sector Composition

1 Technology 19.85%
2 Financials 8.21%
3 Industrials 3.64%
4 Consumer Discretionary 3.45%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.8M 0.89%
22,568
+1,376
27
$10.7M 0.88%
145,184
+14,208
28
$10.6M 0.88%
29,126
+248
29
$9.67M 0.8%
66,895
+2,018
30
$9.5M 0.78%
10,265
+866
31
$9.36M 0.77%
12,269
-444
32
$9.14M 0.75%
13,385
+590
33
$8.78M 0.72%
21,674
-427
34
$7.87M 0.65%
18,657
+780
35
$7.72M 0.64%
63,949
+33,121
36
$7.49M 0.62%
99,262
-7,770
37
$7.01M 0.58%
12,346
-1,258
38
$6.89M 0.57%
50,043
-3,995
39
$6.49M 0.53%
29,556
+5,216
40
$6.49M 0.53%
93,004
-5,169
41
$6.19M 0.51%
31,234
-1,866
42
$6M 0.49%
40,975
-8,303
43
$5.97M 0.49%
63,139
-2,725
44
$5.95M 0.49%
53,870
-391
45
$5.64M 0.46%
16,326
+449
46
$5.39M 0.44%
36,996
+15,243
47
$4.67M 0.38%
19,209
+8,366
48
$4.43M 0.36%
18,190
+3,750
49
$4.43M 0.36%
13,413
+5,414
50
$3.96M 0.33%
310,097
+21,342
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