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
301
$1.27M 0.02%
25,111
+10,955
302
$1.25M 0.02%
24,315
-5,354
303
$1.24M 0.02%
59,173
+26,615
304
$1.23M 0.02%
8,164
+850
305
$1.22M 0.02%
12,268
-492
306
$1.22M 0.02%
21,659
-73
307
$1.21M 0.02%
38,157
-405
308
$1.21M 0.02%
10,979
-258
309
$1.21M 0.02%
24,431
-1,593
310
$1.21M 0.02%
+18,197
311
$1.18M 0.02%
23,867
-2,146
312
$1.18M 0.02%
1,907
+353
313
$1.18M 0.02%
7,311
+2
314
$1.17M 0.02%
15,289
+3,060
315
$1.17M 0.02%
10,190
-212
316
$1.17M 0.02%
3,319
+119
317
$1.17M 0.02%
+22,845
318
$1.16M 0.02%
24,565
+9,315
319
$1.15M 0.02%
10,533
+714
320
$1.15M 0.02%
22,422
-1,722
321
$1.12M 0.02%
6,153
+19
322
$1.11M 0.02%
34,605
+132
323
$1.1M 0.02%
10,821
+1,133
324
$1.1M 0.02%
35,960
+1,872
325
$1.1M 0.02%
65,941
+3,534
11 12
13
14 15