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
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1 +$67.8M
2 +$35.4M
3 +$14.2M
4
SKX
Skechers
SKX
+$11.7M
5
AMZN icon
Amazon
AMZN
+$9.31M

Top Sells

1 +$12.5M
2 +$12.1M
3 +$11.5M
4
DIS icon
Walt Disney
DIS
+$11.4M
5
GILD icon
Gilead Sciences
GILD
+$8.7M

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
-9,265
452
$0 ﹤0.01%
10,000