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Home > Institutional Investor > Texas Capital Bank Wealth Management Services Inc > Profile

Instuitional Investor - Texas Capital Bank Wealth Management Services Inc

Fund Profile
Filing Period:
Fund Name: Texas Capital Bank Wealth Management Services Inc
Portfolio Value $845,917,700
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 562,357 $245,637,741 29.03%
2.
Ishares Tr
 844,165 $59,387,001 7.02%
3.
Ishares Trust
 IEF 626,394 $48,689,622 5.75%
4.
Nvidia Corp
 NVDA 553,520 $27,411,419 3.24%
5.
Apple Inc.
 AAPL 120,123 $23,127,236 2.73%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)