We are live on ! Find out more
SCM

SVB Capital Management Portfolio holdings

AUM $2.07M
1-Year Est. Return 23.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-23.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$31.7M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$855K
3
+$22.7K

Top Sells

1
+$34.1M
2
+$3.54M
3
+$750K
4
CXM icon
Sprinklr
CXM
+$746K

Sector Composition

1 Technology 70.09%
2 Healthcare 13.13%
3 Financials 9.39%
4 Industrials 7.04%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 65.31%
556,582
+175,411
2
$4.11M 12.95%
33,849
3
$2.98M 9.39%
8,832
4
$2.23M 7.04%
172,097
5
$1.03M 3.25%
+3,325
6
$485K 1.53%
32,310
7
$112K 0.35%
13,950
8
$30.4K 0.1%
+10,286
9
$26.4K 0.08%
20,586
10
– –
-1,472
11
– –
-88,228
12
– –
-14,375
13
– –
-2,487,395