SW

SVB Wealth Portfolio holdings

AUM $1.52B
1-Year Est. Return 21.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.43%
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
+$11.4M
2
+$7.49M
3
+$3.65M
4
MSI icon
Motorola Solutions
MSI
+$3.02M
5
PG icon
Procter & Gamble
PG
+$2.71M

Top Sells

1
+$22.7M
2
+$10.9M
3
+$5.16M
4
AMZN icon
Amazon
AMZN
+$3.14M
5
DIS icon
Walt Disney
DIS
+$3.02M

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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-13,974
467
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