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
451
$306K 0.01%
37,131
+850
452
$304K 0.01%
12,444
-413
453
$303K 0.01%
7,563
454
$300K 0.01%
4,387
-520
455
$298K 0.01%
4,302
+450
456
$297K 0.01%
5,244
+1,030
457
$292K 0.01%
6,100
-725
458
$291K 0.01%
6,138
+1,085
459
$289K 0.01%
2,490
-150
460
$288K 0.01%
2,980
-25
461
$288K 0.01%
6,398
-445
462
$287K 0.01%
2,508
+525
463
$283K 0.01%
4,569
+315
464
$278K 0.01%
2,445
-340
465
$274K 0.01%
3,500
466
$274K 0.01%
6,287
467
$271K 0.01%
9,539
-106,978
468
$271K 0.01%
192
469
$265K 0.01%
6,510
-160
470
$260K 0.01%
+5,080
471
$259K 0.01%
6,845
472
$259K 0.01%
17,071
473
$255K 0.01%
3,763
+629
474
$252K 0.01%
6,598
475
$251K 0.01%
+19,780
17 18
19
20 21