SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.34B
AUM Growth
-$483M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$9.34M
3
+$9.23M
4
CSGP icon
CoStar Group
CSGP
+$9.21M
5
SPWH icon
Sportsman's Warehouse
SPWH
+$8.61M

Top Sells

1
+$32.7M
2
+$11.8M
3
+$9.32M
4
BAC icon
Bank of America
BAC
+$8.64M
5
SABR icon
Sabre
SABR
+$8.22M

Sector Composition

1 Technology 20.93%
2 Healthcare 17.48%
3 Financials 17.2%
4 Consumer Discretionary 9.58%
5 Industrials 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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422
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