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
$2.66B
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$6.83M
3
+$3.23M
4
MSI icon
Motorola Solutions
MSI
+$3M
5
PG icon
Procter & Gamble
PG
+$2.77M

Top Sells

1
+$22.7M
2
+$9.57M
3
+$5.15M
4
AMZN icon
Amazon
AMZN
+$3.34M
5
DIS icon
Walt Disney
DIS
+$3.15M

Sector Composition

1 Technology 20.16%
2 Financials 16.35%
3 Healthcare 16.19%
4 Industrials 10.04%
5 Consumer Discretionary 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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454
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455
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-6,513
456
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-13,957
457
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-21,465
458
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-4,267
459
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-2,685
460
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-22,141
461
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-907
462
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-77,505
463
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-10,596
464
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-2,909
465
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-13,974
466
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-4,794
467
$0 ﹤0.01%
10,000
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