SW

SVB Wealth Portfolio holdings

AUM $1.87B
1-Year Est. Return 63.48%
This Quarter Est. Return
1 Year Est. Return
+63.48%
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
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

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
+$15.6M

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
251
$1.8M 0.03%
112,258
+20,113
252
$1.76M 0.02%
22,796
-295
253
$1.75M 0.02%
17,891
+2,355
254
$1.73M 0.02%
7,279
+31
255
$1.73M 0.02%
44,170
+1,051
256
$1.72M 0.02%
6,070
+1,655
257
$1.7M 0.02%
53,521
+3,344
258
$1.66M 0.02%
3,398
-92
259
$1.66M 0.02%
17,701
+17
260
$1.66M 0.02%
48,786
-15,585
261
$1.65M 0.02%
18,700
+235
262
$1.63M 0.02%
26,870
+251
263
$1.62M 0.02%
20,275
+313
264
$1.61M 0.02%
37,223
+11,323
265
$1.61M 0.02%
76,030
+6,035
266
$1.6M 0.02%
72,534
267
$1.6M 0.02%
15,065
+1,919
268
$1.59M 0.02%
92,078
269
$1.58M 0.02%
28,615
+459
270
$1.58M 0.02%
16,559
-2,755
271
$1.57M 0.02%
28,785
-475
272
$1.55M 0.02%
18,707
+60
273
$1.54M 0.02%
10,893
-202
274
$1.52M 0.02%
28,314
-1,764
275
$1.51M 0.02%
23,552
+1,100
9 10
11
12 13