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
376
$842K 0.01%
5,398
+1,902
377
$840K 0.01%
44,658
-1,482
378
$836K 0.01%
18,492
+3,036
379
$836K 0.01%
5,916
-4,464
380
$835K 0.01%
8,589
+1,089
381
$829K 0.01%
44,297
+24,419
382
$819K 0.01%
72,673
+5,315
383
$812K 0.01%
14,791
+6,540
384
$810K 0.01%
6,755
-880
385
$804K 0.01%
7,400
386
$803K 0.01%
26,588
-461
387
$801K 0.01%
47,290
+2,665
388
$797K 0.01%
18,072
+2,572
389
$791K 0.01%
5,834
+486
390
$789K 0.01%
7,804
+1,860
391
$783K 0.01%
49,771
-508
392
$781K 0.01%
29,240
+12,883
393
$778K 0.01%
9,112
+84
394
$776K 0.01%
31,969
+6,712
395
$772K 0.01%
28,682
+1,524
396
$770K 0.01%
2,750
+127
397
$768K 0.01%
8,621
-243
398
$767K 0.01%
25,887
399
$766K 0.01%
19,535
+4,476
400
$764K 0.01%
6,584
+8
14 15
16
17 18