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
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$15.6M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$622K 0.01%
16,813
+5,894
452
$618K 0.01%
+38,694
453
$610K 0.01%
27,987
-40
454
$607K 0.01%
9,432
-476
455
$605K 0.01%
5,647
+24
456
$600K 0.01%
25,582
+27
457
$599K 0.01%
15,407
-2,183
458
$597K 0.01%
8,184
+2,558
459
$590K 0.01%
5,321
+2,413
460
$586K 0.01%
5,831
+1,355
461
$580K 0.01%
4,088
+1,823
462
$580K 0.01%
2,978
-57
463
$575K 0.01%
7,755
+1,042
464
$571K 0.01%
14,581
+3,603
465
$570K 0.01%
23,055
+8,180
466
$567K 0.01%
+10,560
467
$563K 0.01%
4,446
+617
468
$563K 0.01%
19,261
-1,424
469
$562K 0.01%
+20,000
470
$562K 0.01%
8,801
+597
471
$558K 0.01%
91,895
472
$558K 0.01%
7,190
+1,025
473
$557K 0.01%
10,330
+68
474
$553K 0.01%
12,525
+347
475
$553K 0.01%
9,813
+4,246
17 18
19
20 21