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
$3.09B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$88.9M
2
+$69.3M
3
+$56.4M
4
MSFT icon
Microsoft
MSFT
+$54.4M
5
XOM icon
Exxon Mobil
XOM
+$53.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.23%
2 Technology 15.96%
3 Financials 13.76%
4 Industrials 12.09%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.34M 0.04%
+37,458
277
$1.34M 0.04%
+61,360
278
$1.34M 0.04%
+13,942
279
$1.32M 0.04%
+35,283
280
$1.32M 0.04%
+28,573
281
$1.31M 0.04%
+30,530
282
$1.29M 0.04%
+137,577
283
$1.29M 0.04%
+24,120
284
$1.26M 0.04%
+116,306
285
$1.26M 0.04%
+15,244
286
$1.19M 0.04%
+9,944
287
$1.18M 0.04%
+10,707
288
$1.18M 0.04%
+4,882
289
$1.17M 0.04%
+25,258
290
$1.15M 0.04%
+26,394
291
$1.14M 0.04%
+11,217
292
$1.14M 0.04%
+4,428
293
$1.13M 0.04%
+14,474
294
$1.12M 0.04%
+25,667
295
$1.09M 0.04%
+112,316
296
$1.08M 0.03%
+22,544
297
$1.08M 0.03%
+5,486
298
$1.07M 0.03%
+129,700
299
$1.07M 0.03%
+26,101
300
$1.04M 0.03%
+9,725
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