SW
SVB Wealth Portfolio holdings
AUM $2.43B
AUM
$2.43B
AUM Growth
-$2.92B (-55%)
Cap. Flow
-$929M
Cap. Flow % of AUM
-38.18%
Top 10 Holdings %Top 10 Hldgs %
60.94%
Holding
1,919
New
1,158
Increased
78
Reduced
262
Closed
401
Top Buys
1 | $6.29M | |
2 | $2.81M | |
3 | $2.67M | |
4 | $2.56M | |
5 | $2.31M |
Top Sells
1 | $530M | |
2 | $192M | |
3 | $19.5M | |
4 | $12.7M | |
5 | $9.12M |
Sector Composition
1 | Communication Services | 43.28% |
2 | Technology | 16.78% |
3 | Financials | 8.41% |
4 | Healthcare | 7.15% |
5 | Consumer Discretionary | 4.55% |