SVCF

Silicon Valley Community Foundation Portfolio holdings

AUM $1.77B
1-Year Est. Return 13%
This Quarter Est. Return
1 Year Est. Return
+13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$9.84M
3
+$1.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$49.9K

Top Sells

1
+$117M
2
+$15.2M
3
+$12.1M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$411K
5
PANW icon
Palo Alto Networks
PANW
+$173K

Sector Composition

1 Technology 52.82%
2 Communication Services 15.11%
3 Financials 9.43%
4 Healthcare 0.18%
5 Consumer Discretionary 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$751M 48.74%
3,129,435
2
$218M 14.14%
2,933,339
-1,579,828
3
$144M 9.32%
349
-1
4
$118M 7.66%
881,940
-114,000
5
$116M 7.52%
521,641
+133,196
6
$94.4M 6.13%
708,020
-90,600
7
$45.6M 2.96%
2,200,000
8
$19.2M 1.25%
61,206
9
$10.8M 0.7%
134,844
-2,166
10
$9.84M 0.64%
+159,359
11
$3.21M 0.21%
109,752
-1,748
12
$2.17M 0.14%
4,606
-74
13
$2.04M 0.13%
182,836
-3,010
14
$1.99M 0.13%
15,942
-258
15
$1.4M 0.09%
37,664
-603
16
$1.23M 0.08%
+16,986
17
$1.06M 0.07%
59,647
-958
18
$844K 0.05%
7,577
-123
19
$312K 0.02%
4,500
20
$231K 0.02%
848
+183