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
$3.09B
AUM Growth
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$5.6M
3
+$4.53M
4
C icon
Citigroup
C
+$4.27M
5
WBD icon
Warner Bros
WBD
+$3.63M

Top Sells

1
+$24.2M
2
+$23M
3
+$11.4M
4
INTU icon
Intuit
INTU
+$5.59M
5
DRI icon
Darden Restaurants
DRI
+$5.16M

Sector Composition

1 Healthcare 18.46%
2 Technology 15.67%
3 Financials 13.84%
4 Industrials 11.81%
5 Energy 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$249K 0.01%
6,181
477
$249K 0.01%
+4,049
478
$249K 0.01%
5,682
+108
479
$249K 0.01%
6,710
-711
480
$245K 0.01%
6,216
-7,300
481
$243K 0.01%
6,921
+1,020
482
$239K 0.01%
10,684
483
$238K 0.01%
3,596
-142
484
$238K 0.01%
5,760
485
$234K 0.01%
2,830
-127
486
$234K 0.01%
3,080
-2,388
487
$232K 0.01%
9,026
488
$231K 0.01%
4,494
-360
489
$230K 0.01%
4,708
490
$226K 0.01%
8,320
491
$226K 0.01%
500
-895
492
$226K 0.01%
+4,969
493
$224K 0.01%
2,238
494
$221K 0.01%
5,886
-6,329
495
$221K 0.01%
+7,201
496
$220K 0.01%
+2,062
497
$215K 0.01%
6,571
-3,181
498
$213K 0.01%
3,938
499
$212K 0.01%
+4,403
500
$211K 0.01%
4,000
-20,767
18 19
20
21 22