SW
SVB Wealth Portfolio holdings
AUM
$1.87B
1-Year Return
63.48%
This Quarter Return
+3.22%
1 Year Return
+63.48%
3 Year Return
+166.61%
5 Year Return
+235.62%
10 Year Return
+462.37%
AUM
$2.61B
AUM Growth
+$740K
(+0.03%)
Cap. Flow
-$59.4M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
24.48%
Holding
483
New
24
Increased
68
Reduced
298
Closed
35
Top Buys
| 1 |
Golar LNG
GLNG
|
$67.8M |
| 2 |
British American Tobacco
BTI
|
$35.4M |
| 3 |
Salesforce
CRM
|
$14.2M |
| 4 |
Skechers
SKX
|
$11.7M |
| 5 |
Amazon
AMZN
|
$9.31M |
Top Sells
| 1 |
AB InBev
BUD
|
$12.5M |
| 2 |
Starbucks
SBUX
|
$12.1M |
| 3 |
Apple
AAPL
|
$11.5M |
| 4 |
Walt Disney
DIS
|
$11.4M |
| 5 |
Gilead Sciences
GILD
|
$8.7M |
Sector Composition
| 1 | Technology | 21.09% |
| 2 | Financials | 16.5% |
| 3 | Healthcare | 15.63% |
| 4 | Consumer Discretionary | 9.78% |
| 5 | Energy | 9.08% |
