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
$3.09B
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.6M
3
+$4.53M
4
C icon
Citigroup
C
+$4.27M
5
WBD icon
Warner Bros
WBD
+$3.63M

Top Sells

1
+$24.2M
2
+$23M
3
+$11.4M
4
INTU icon
Intuit
INTU
+$5.59M
5
DRI icon
Darden Restaurants
DRI
+$5.16M

Sector Composition

1 Healthcare 18.46%
2 Technology 15.67%
3 Financials 13.84%
4 Industrials 11.81%
5 Energy 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$398K 0.01%
124,007
427
$396K 0.01%
6,500
-2,000
428
$391K 0.01%
3,295
+350
429
$388K 0.01%
5,625
-196
430
$382K 0.01%
13,203
+781
431
$376K 0.01%
+9,504
432
$372K 0.01%
12,589
433
$371K 0.01%
47,896
+6,659
434
$367K 0.01%
29,830
-28,001
435
$366K 0.01%
+8,475
436
$360K 0.01%
3,257
+91
437
$351K 0.01%
2,506
+471
438
$350K 0.01%
5,127
-236
439
$349K 0.01%
8,800
440
$338K 0.01%
6,367
441
$334K 0.01%
10,550
-3,040
442
$334K 0.01%
11,740
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443
$325K 0.01%
6,563
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444
$320K 0.01%
5,874
-424
445
$320K 0.01%
1,281
-342
446
$313K 0.01%
4,011
+555
447
$313K 0.01%
10,315
+445
448
$312K 0.01%
10,246
+1,195
449
$308K 0.01%
9,414
+1,831
450
$307K 0.01%
8,780
16 17
18
19 20