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
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

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
+$15.6M

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
351
$956K 0.01%
6,071
+47
352
$952K 0.01%
15,662
+1,153
353
$952K 0.01%
56,513
-2,297
354
$946K 0.01%
44,013
+1,404
355
$941K 0.01%
36,834
+17,689
356
$931K 0.01%
17,081
-5,669
357
$918K 0.01%
15,420
-920
358
$908K 0.01%
27,854
-1,366
359
$903K 0.01%
58,995
+3,649
360
$899K 0.01%
73,536
-319
361
$898K 0.01%
26,634
+6,082
362
$895K 0.01%
12,113
-600
363
$894K 0.01%
7,707
+605
364
$883K 0.01%
20,324
+1,758
365
$882K 0.01%
14,254
+1,830
366
$875K 0.01%
1,418
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367
$871K 0.01%
24,421
+570
368
$868K 0.01%
13,966
-325
369
$859K 0.01%
10,138
-195
370
$855K 0.01%
7,182
+375
371
$852K 0.01%
7,366
-442
372
$851K 0.01%
8,680
-1,673
373
$851K 0.01%
+14,312
374
$846K 0.01%
4,565
+1,009
375
$844K 0.01%
5,206
-291
13 14
15
16 17