We are live on ! Find out more
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
51
$3.95M 0.33%
204,102
+20,168
52
$3.74M 0.31%
183,256
+6,633
53
$3.52M 0.29%
153,996
+5,979
54
$3.08M 0.25%
59,693
+4,207
55
$3.08M 0.25%
44,934
56
$3.05M 0.25%
6,863
+4,995
57
$3.03M 0.25%
37,905
-827
58
$2.89M 0.24%
8,457
+633
59
$2.76M 0.23%
29,525
-781
60
$2.63M 0.22%
+105,253
61
$2.57M 0.21%
196,915
+30,290
62
$2.54M 0.21%
22,568
+589
63
$2.49M 0.21%
3,727
+939
64
$2.44M 0.2%
10,556
+2,259
65
$2.27M 0.19%
67,012
+235
66
$2.14M 0.18%
48,633
+141
67
$2.08M 0.17%
19,542
+6,142
68
$1.96M 0.16%
10,311
+77
69
$1.92M 0.16%
134,630
+24,611
70
$1.83M 0.15%
11,930
+1,677
71
$1.77M 0.15%
17,476
+2,879
72
$1.69M 0.14%
12,639
+501
73
$1.52M 0.13%
9,807
+1,167
74
$1.5M 0.12%
36,486
+6,115
75
$1.5M 0.12%
125,063
+65
1 2
3
4 5