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
$2.55B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$7.78M
3
+$7.25M
4
SPWH icon
Sportsman's Warehouse
SPWH
+$6.75M
5
ORCL icon
Oracle
ORCL
+$5.21M

Top Sells

1
+$15.5M
2
+$8.91M
3
+$6.54M
4
IBM icon
IBM
IBM
+$5.11M
5
URI icon
United Rentals
URI
+$3.29M

Sector Composition

1 Technology 18.53%
2 Healthcare 17.22%
3 Financials 15.04%
4 Industrials 11.21%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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