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
301
$1.43M 0.02%
8,682
+2,360
302
$1.43M 0.02%
57,195
-4,784
303
$1.43M 0.02%
19,184
304
$1.42M 0.02%
15,439
+1,791
305
$1.41M 0.02%
32,101
+3,950
306
$1.41M 0.02%
16,422
+3,577
307
$1.4M 0.02%
+35,722
308
$1.4M 0.02%
+29,332
309
$1.39M 0.02%
3,355
+542
310
$1.39M 0.02%
13,690
+3,594
311
$1.39M 0.02%
7,536
+524
312
$1.39M 0.02%
10,196
+1,266
313
$1.38M 0.02%
16,860
+6,641
314
$1.37M 0.02%
833
+170
315
$1.36M 0.02%
30,998
+5,169
316
$1.35M 0.02%
17,823
-210
317
$1.33M 0.02%
24,331
+4,281
318
$1.33M 0.02%
12,471
+516
319
$1.32M 0.02%
26,337
+1,472
320
$1.32M 0.02%
19,701
-10,366
321
$1.32M 0.02%
12,179
+256
322
$1.29M 0.02%
12,593
-419
323
$1.28M 0.02%
3,566
+473
324
$1.26M 0.02%
26,955
+6,990
325
$1.25M 0.02%
8,371
+1,082
11 12
13
14 15