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
401
$317K 0.01%
4,578
402
$317K 0.01%
3,831
+286
403
$312K 0.01%
3,689
-2,033
404
$305K 0.01%
5,831
-1,200
405
$302K 0.01%
4,268
+114
406
$295K 0.01%
11,691
-3,198
407
$292K 0.01%
+3,514
408
$289K 0.01%
3,489
-1,139
409
$289K 0.01%
15,976
410
$288K 0.01%
9,565
-525
411
$285K 0.01%
6,760
-2,545
412
$284K 0.01%
18,650
413
$283K 0.01%
4,119
-1,112
414
$280K 0.01%
18,148
-2,241
415
$272K 0.01%
9,509
-4,025
416
$271K 0.01%
25,130
417
$271K 0.01%
2,925
418
$264K 0.01%
7,609
-8
419
$264K 0.01%
738
-517
420
$260K 0.01%
6,325
-3,566
421
$258K 0.01%
21,907
-2,137
422
$257K 0.01%
2,193
-971
423
$257K 0.01%
7,500
+1,275
424
$254K 0.01%
4,962
-1,132
425
$253K 0.01%
6,198
15 16
17
18 19