SW

SVB Wealth Portfolio holdings

AUM $1.52B
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.43%
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
+$127M
2
+$95.4M
3
+$95.3M
4
EBAY icon
eBay
EBAY
+$19.2M
5
AMT icon
American Tower
AMT
+$14.8M

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
+$16M

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
$840K 0.01%
44,658
-1,482
377
$836K 0.01%
18,492
+3,036
378
$836K 0.01%
5,916
-4,464
379
$835K 0.01%
8,589
+1,089
380
$829K 0.01%
44,297
+24,419
381
$819K 0.01%
72,673
+5,315
382
$812K 0.01%
14,791
+6,540
383
$810K 0.01%
6,755
-880
384
$804K 0.01%
7,400
385
$803K 0.01%
26,588
-461
386
$801K 0.01%
47,290
+2,665
387
$797K 0.01%
18,072
+2,572
388
$791K 0.01%
5,834
+486
389
$789K 0.01%
7,804
+1,860
390
$783K 0.01%
49,771
-508
391
$781K 0.01%
29,240
+12,883
392
$778K 0.01%
9,112
+84
393
$776K 0.01%
31,969
+6,712
394
$772K 0.01%
28,682
+1,524
395
$770K 0.01%
2,750
+127
396
$768K 0.01%
8,621
-243
397
$767K 0.01%
25,887
398
$766K 0.01%
19,535
+4,476
399
$764K 0.01%
6,584
+8
400
$762K 0.01%
8,188
+766
14 15
16
17 18