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
$2.42B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$7.43M
3
+$7.32M
4
IPG icon
Interpublic Group of Companies
IPG
+$6.56M
5
CB icon
Chubb
CB
+$4.35M

Top Sells

1
+$11.8M
2
+$9.16M
3
+$7.87M
4
NKE icon
Nike
NKE
+$7.1M
5
JPM icon
JPMorgan Chase
JPM
+$6.37M

Sector Composition

1 Technology 17.57%
2 Healthcare 16.68%
3 Financials 14.52%
4 Industrials 12.34%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$470K 0.02%
7,624
-343
352
$468K 0.02%
4,006
+1,070
353
$466K 0.02%
3,465
354
$461K 0.02%
14,862
-735
355
$458K 0.02%
18,761
-9,292
356
$455K 0.02%
9,180
357
$449K 0.02%
9,429
-9,957
358
$445K 0.02%
19,631
+8,718
359
$443K 0.02%
24,430
-16,330
360
$443K 0.02%
2,436
+155
361
$442K 0.02%
4,794
362
$438K 0.02%
9,200
+2,198
363
$438K 0.02%
20,230
-2,660
364
$428K 0.02%
5,102
+276
365
$428K 0.02%
13,178
+52
366
$428K 0.02%
5,800
+2,262
367
$424K 0.02%
6,975
-3,900
368
$421K 0.02%
+1,464
369
$421K 0.02%
4,038
-1,137
370
$419K 0.02%
11,575
+2,049
371
$414K 0.02%
2,644
-660
372
$412K 0.02%
8,709
+1,755
373
$406K 0.02%
5,560
-1,060
374
$398K 0.02%
6,259
-150
375
$394K 0.02%
8,011
-15,006
13 14
15
16 17