SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$35.4M
3
+$14.2M
4
SKX
Skechers
SKX
+$11.7M
5
AMZN icon
Amazon
AMZN
+$9.31M

Top Sells

1
+$12.5M
2
+$12.1M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$11.4M
5
GILD icon
Gilead Sciences
GILD
+$8.7M

Sector Composition

1 Technology 21.09%
2 Financials 16.5%
3 Healthcare 15.63%
4 Consumer Discretionary 9.78%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.19M 0.05%
7,403
-383
227
$1.18M 0.05%
24,205
-4,082
228
$1.17M 0.05%
24,056
-55,871
229
$1.17M 0.05%
15,187
-1,349
230
$1.17M 0.04%
5,295
+96
231
$1.17M 0.04%
+6,547
232
$1.17M 0.04%
196,880
+77,320
233
$1.13M 0.04%
+20,176
234
$1.13M 0.04%
11,186
-124,260
235
$1.11M 0.04%
5,432
-153
236
$1.11M 0.04%
21,363
-680
237
$1.09M 0.04%
26,916
-441
238
$1.08M 0.04%
11,748
-200
239
$1.07M 0.04%
14,667
-420
240
$1.06M 0.04%
7,602
-895
241
$1.05M 0.04%
27,207
-2,475
242
$1.03M 0.04%
3,669
-177
243
$1.03M 0.04%
7,777
-40
244
$1.03M 0.04%
9,230
-288
245
$1.02M 0.04%
5,983
246
$1.02M 0.04%
22,802
-364
247
$1.01M 0.04%
100,000
248
$1.01M 0.04%
7,051
-801
249
$1M 0.04%
9,793
-617
250
$996K 0.04%
13,230
-210
8 9
10
11 12