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
376
$384K 0.02%
5,218
-3,200
377
$384K 0.02%
6,576
-304
378
$383K 0.02%
15,657
+1,585
379
$378K 0.02%
5,874
-1
380
$377K 0.02%
2,625
+20
381
$366K 0.02%
14,405
-4,850
382
$363K 0.02%
13,295
-2,500
383
$362K 0.02%
6,700
+150
384
$362K 0.02%
19,500
-525
385
$362K 0.02%
+12,881
386
$356K 0.01%
11,581
-910
387
$353K 0.01%
8,056
-13,098
388
$350K 0.01%
6,573
389
$349K 0.01%
950
+149
390
$348K 0.01%
6,113
391
$341K 0.01%
21,875
-3,685
392
$341K 0.01%
4,070
-140
393
$338K 0.01%
6,565
-9,970
394
$330K 0.01%
2,009
+189
395
$329K 0.01%
6,705
-775
396
$328K 0.01%
5,888
-1,012
397
$325K 0.01%
8,413
398
$320K 0.01%
3,610
+14
399
$318K 0.01%
5,430
-600
400
$318K 0.01%
3,964
-570
14 15
16
17 18