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
426
$694K 0.01%
10,090
-132
427
$694K 0.01%
95,761
+7,701
428
$690K 0.01%
29,121
+9,265
429
$678K 0.01%
18,370
+65
430
$675K 0.01%
+1,730
431
$675K 0.01%
6,230
+381
432
$674K 0.01%
2,956
+57
433
$673K 0.01%
4,489
-415
434
$672K 0.01%
37,230
+16,566
435
$671K 0.01%
3,895
-550
436
$671K 0.01%
18,327
+7,494
437
$665K 0.01%
4,031
-369
438
$665K 0.01%
10,901
-435
439
$659K 0.01%
45,317
+19,950
440
$653K 0.01%
12,909
-74
441
$653K 0.01%
3,946
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442
$653K 0.01%
11,886
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443
$634K 0.01%
3,146
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444
$632K 0.01%
6,880
-2,498
445
$627K 0.01%
16,634
+7,678
446
$627K 0.01%
+25,000
447
$626K 0.01%
11,954
+463
448
$626K 0.01%
6,908
+2,249
449
$623K 0.01%
10,346
+163
450
$622K 0.01%
45,028
+21,003
16 17
18
19 20