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
$6.85B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$37.8M
3
+$30.2M
4
TXG icon
10x Genomics
TXG
+$28.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.7M

Top Sells

1
+$247M
2
+$54.5M
3
+$19M
4
III icon
Information Services Group
III
+$13.8M
5
EBAY icon
eBay
EBAY
+$12.5M

Sector Composition

1 Technology 14.21%
2 Healthcare 7.96%
3 Financials 5.62%
4 Consumer Discretionary 4.06%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.66M 0.02%
15,883
+423
277
$1.64M 0.02%
37,074
+2,551
278
$1.63M 0.02%
48,941
+12,608
279
$1.61M 0.02%
61,135
+51,148
280
$1.58M 0.02%
4,641
+996
281
$1.57M 0.02%
40,824
+5,087
282
$1.56M 0.02%
12,153
+2,867
283
$1.55M 0.02%
18,733
+4,307
284
$1.55M 0.02%
40,962
+1,109
285
$1.55M 0.02%
20,602
+10,143
286
$1.55M 0.02%
+223,227
287
$1.53M 0.02%
22,523
+5,365
288
$1.53M 0.02%
54,465
+2,304
289
$1.52M 0.02%
32,069
+1,579
290
$1.52M 0.02%
63,256
+16,878
291
$1.5M 0.02%
56,232
+9,485
292
$1.49M 0.02%
40,522
-338,472
293
$1.48M 0.02%
43,200
+20,150
294
$1.47M 0.02%
22,156
+17,748
295
$1.46M 0.02%
41,138
+3,808
296
$1.46M 0.02%
69,303
+16,709
297
$1.46M 0.02%
17,703
+7
298
$1.46M 0.02%
+1,345
299
$1.45M 0.02%
14,605
+6,128
300
$1.45M 0.02%
35,793
+6,390
10 11
12
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