SFG

SVB Financial Group Portfolio holdings

AUM $434K
1-Year Est. Return 277.66%
This Quarter Est. Return
1 Year Est. Return
+277.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$52.9M
AUM Growth
+$638K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$49.7K

Top Sells

1
+$1.88M
2
+$791K
3
+$338K
4
KNTE
Kinnate Biopharma Inc. Common Stock
KNTE
+$97.4K
5
CGEM icon
Cullinan Oncology
CGEM
+$72.7K

Sector Composition

1 Financials 68.27%
2 Healthcare 15.67%
3 Technology 13.31%
4 Consumer Discretionary 1.38%
5 Industrials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,864
27
– –
-45,029
28
– –
-15,588
29
– –
-2,486
30
– –
-21,220
1
2