SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$16M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.25M 0.03%
17,649
-1,002
227
$2.23M 0.03%
111,465
+3,682
228
$2.21M 0.03%
67,832
+8,427
229
$2.18M 0.03%
8,418
-260
230
$2.17M 0.03%
6,716
-1
231
$2.14M 0.03%
5,732
-78
232
$2.1M 0.03%
11,158
+3,304
233
$2.08M 0.03%
24,717
-1,305
234
$2.05M 0.03%
24,221
+773
235
$2.01M 0.03%
7,827
+595
236
$2M 0.03%
32,525
-2,165
237
$1.99M 0.03%
+37,970
238
$1.98M 0.03%
20,537
-174
239
$1.94M 0.03%
831
+2
240
$1.94M 0.03%
4,798
-8
241
$1.93M 0.03%
22,034
+94
242
$1.9M 0.03%
381,326
243
$1.9M 0.03%
216,441
244
$1.89M 0.03%
32,082
+239
245
$1.89M 0.03%
21,263
-1,197
246
$1.87M 0.03%
7,743
+216
247
$1.83M 0.03%
7,914
+878
248
$1.83M 0.03%
4,959
+50
249
$1.81M 0.03%
55,652
-2,829
250
$1.8M 0.03%
112,258
+20,113
8 9
10
11 12