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
401
$762K 0.01%
8,188
+766
402
$760K 0.01%
7,304
-921
403
$760K 0.01%
8,613
+326
404
$758K 0.01%
13,469
-86
405
$756K 0.01%
17,724
+8,605
406
$752K 0.01%
15,130
+5,524
407
$749K 0.01%
9,329
-256
408
$748K 0.01%
6,573
+3,891
409
$743K 0.01%
18,212
+240
410
$743K 0.01%
12,936
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411
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22,113
-918
412
$740K 0.01%
5,251
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413
$736K 0.01%
5,550
+28
414
$729K 0.01%
13,044
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415
$724K 0.01%
16,249
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416
$722K 0.01%
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417
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27,790
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418
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16,727
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419
$713K 0.01%
21,090
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420
$707K 0.01%
42,192
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421
$707K 0.01%
37,634
-548
422
$705K 0.01%
5,505
+18
423
$703K 0.01%
13,274
+2,784
424
$701K 0.01%
15,555
+2,784
425
$696K 0.01%
14,941
+1,184
15 16
17
18 19