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
276
$1.49M 0.02%
61,078
+2,456
277
$1.47M 0.02%
66,931
278
$1.47M 0.02%
10,603
+486
279
$1.47M 0.02%
34,843
-1,385
280
$1.47M 0.02%
3,833
+48
281
$1.46M 0.02%
28,440
-2,320
282
$1.45M 0.02%
14,731
-472
283
$1.43M 0.02%
5,320
-79
284
$1.41M 0.02%
6,415
+1,673
285
$1.41M 0.02%
27,111
-3,654
286
$1.4M 0.02%
12,956
-233
287
$1.4M 0.02%
23,631
+701
288
$1.39M 0.02%
11,132
-80
289
$1.39M 0.02%
30,267
-15,406
290
$1.38M 0.02%
9,161
-1,865
291
$1.38M 0.02%
8,378
+1,026
292
$1.37M 0.02%
3,673
+180
293
$1.34M 0.02%
21,054
-18
294
$1.34M 0.02%
27,365
-11,509
295
$1.33M 0.02%
38,637
+4,081
296
$1.32M 0.02%
54,177
+10,860
297
$1.3M 0.02%
19,486
+103
298
$1.29M 0.02%
7,018
-389
299
$1.28M 0.02%
15,039
-57
300
$1.28M 0.02%
14,180
+19
10 11
12
13 14