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
401
$760K 0.01%
7,304
-921
402
$760K 0.01%
8,613
+326
403
$758K 0.01%
13,469
-86
404
$756K 0.01%
17,724
+8,605
405
$752K 0.01%
15,130
+5,524
406
$749K 0.01%
9,329
-256
407
$748K 0.01%
6,573
+3,891
408
$743K 0.01%
18,212
+240
409
$743K 0.01%
12,936
+252
410
$742K 0.01%
22,113
-918
411
$740K 0.01%
5,251
-81
412
$736K 0.01%
5,550
+28
413
$729K 0.01%
11,595
+473
414
$724K 0.01%
16,249
+1,948
415
$722K 0.01%
9,461
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416
$714K 0.01%
27,790
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417
$713K 0.01%
16,727
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418
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21,090
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419
$707K 0.01%
42,192
+7,758
420
$707K 0.01%
37,634
-548
421
$705K 0.01%
5,505
+18
422
$703K 0.01%
13,274
+2,784
423
$701K 0.01%
15,555
+2,784
424
$696K 0.01%
14,941
+1,184
425
$694K 0.01%
10,090
-132
15 16
17
18 19