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
426
$251K 0.01%
+4,032
427
$249K 0.01%
41,295
-200
428
$245K 0.01%
13,632
-6,423
429
$239K 0.01%
3,179
-10
430
$237K 0.01%
4,859
-1,622
431
$236K 0.01%
4,250
-750
432
$235K 0.01%
+4,475
433
$235K 0.01%
1,954
-1,635
434
$233K 0.01%
30,506
-4,993
435
$232K 0.01%
4,016
-3,573
436
$228K 0.01%
11,030
+434
437
$224K 0.01%
+5,965
438
$223K 0.01%
6,462
-2,804
439
$222K 0.01%
+5,798
440
$221K 0.01%
18,213
-7,733
441
$220K 0.01%
+3,920
442
$215K 0.01%
+6,270
443
$215K 0.01%
+4,630
444
$215K 0.01%
13,729
-2,748
445
$213K 0.01%
1,198
+102
446
$212K 0.01%
6,760
-5,855
447
$211K 0.01%
+1,490
448
$210K 0.01%
5,985
+16
449
$208K 0.01%
1,886
450
$208K 0.01%
3,710
-6,524
16 17
18
19 20