SW

SVB Wealth Portfolio holdings

AUM $1.7B
1-Year Est. Return 13.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$69.8M
2 +$37M
3 +$13.3M
4
SKX
Skechers
SKX
+$12.4M
5
ORCL icon
Oracle
ORCL
+$9.28M

Top Sells

1 +$14M
2 +$12.3M
3 +$11.3M
4
DIS icon
Walt Disney
DIS
+$11.2M
5
GILD icon
Gilead Sciences
GILD
+$8.67M

Sector Composition

1 Technology 21.09%
2 Financials 16.5%
3 Healthcare 15.63%
4 Consumer Discretionary 9.78%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-10,578
452
-9,265