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
$6.85B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$37.8M
3
+$30.2M
4
TXG icon
10x Genomics
TXG
+$28.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.7M

Top Sells

1
+$247M
2
+$54.5M
3
+$19M
4
III icon
Information Services Group
III
+$13.8M
5
EBAY icon
eBay
EBAY
+$12.5M

Sector Composition

1 Technology 14.21%
2 Healthcare 7.96%
3 Financials 5.62%
4 Consumer Discretionary 4.06%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$713K 0.01%
16,958
+4,203
427
$708K 0.01%
7,754
+3,184
428
$707K 0.01%
8,837
-1,240
429
$707K 0.01%
59,012
+5,945
430
$704K 0.01%
16,544
+6,165
431
$701K 0.01%
13,081
+102
432
$701K 0.01%
+31,918
433
$696K 0.01%
3,109
+900
434
$696K 0.01%
+301,243
435
$691K 0.01%
+7,570
436
$687K 0.01%
140,845
437
$686K 0.01%
84,401
+12,409
438
$685K 0.01%
5,262
+641
439
$682K 0.01%
+21,385
440
$681K 0.01%
12,101
+3,224
441
$681K 0.01%
35,643
+5,584
442
$680K 0.01%
7,000
-200
443
$680K 0.01%
2,795
+1,010
444
$674K 0.01%
2,229
+1,047
445
$670K 0.01%
17,297
+9,186
446
$669K 0.01%
+7,081
447
$668K 0.01%
+6,130
448
$664K 0.01%
8,940
+4,952
449
$661K 0.01%
9,820
+1,885
450
$660K 0.01%
24,372
+4,637
16 17
18
19 20