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
326
$1.23M 0.02%
9,910
+2,255
327
$1.23M 0.02%
14,172
+2,579
328
$1.23M 0.02%
21,242
-1,235
329
$1.22M 0.02%
30,047
+7,114
330
$1.21M 0.02%
7,129
+1,853
331
$1.2M 0.02%
24,261
+4,105
332
$1.19M 0.02%
16,246
-493
333
$1.19M 0.02%
6,399
+1,532
334
$1.19M 0.02%
10,577
+1,332
335
$1.18M 0.02%
18,956
+2,421
336
$1.17M 0.02%
10,399
+1,348
337
$1.15M 0.02%
44,513
-7,243
338
$1.14M 0.02%
27,417
+256
339
$1.13M 0.02%
43,178
+4,296
340
$1.12M 0.02%
87,595
+25,375
341
$1.12M 0.02%
5,419
342
$1.12M 0.02%
21,807
+12,214
343
$1.11M 0.02%
16,159
+2,044
344
$1.11M 0.02%
11,521
+743
345
$1.09M 0.02%
22,264
+3,389
346
$1.08M 0.02%
13,416
+7,965
347
$1.08M 0.02%
8,024
+4,919
348
$1.07M 0.02%
18,382
+624
349
$1.06M 0.02%
26,507
+3,520
350
$1.06M 0.02%
3,918
+967
12 13
14
15 16