TCBWMS

Texas Capital Bank Wealth Management Services Portfolio holdings

AUM $1.21B
1-Year Est. Return 19.91%
This Quarter Est. Return
1 Year Est. Return
+19.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$7.68M
3
+$5.96M
4
DG icon
Dollar General
DG
+$5.67M
5
DE icon
Deere & Co
DE
+$4.03M

Top Sells

1
+$9.35M
2
+$8.7M
3
+$7.74M
4
BX icon
Blackstone
BX
+$3.95M
5
CSCO icon
Cisco
CSCO
+$3.93M

Sector Composition

1 Technology 11.96%
2 Consumer Discretionary 5.75%
3 Healthcare 3.98%
4 Industrials 3.44%
5 Financials 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
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