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
$6.85B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$37.8M
3
+$30.2M
4
TXG icon
10x Genomics
TXG
+$28.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.7M

Top Sells

1
+$247M
2
+$54.5M
3
+$19M
4
III icon
Information Services Group
III
+$13.8M
5
EBAY icon
eBay
EBAY
+$12.5M

Sector Composition

1 Technology 14.21%
2 Healthcare 7.96%
3 Financials 5.62%
4 Consumer Discretionary 4.06%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$571K 0.01%
6,857
+649
477
$571K 0.01%
+27,441
478
$569K 0.01%
13,086
+3,326
479
$568K 0.01%
6,354
+1,670
480
$567K 0.01%
76,330
+74,826
481
$563K 0.01%
4,316
+1,324
482
$562K 0.01%
28,600
483
$562K 0.01%
9,416
484
$561K 0.01%
1,147
+161
485
$561K 0.01%
5,513
-13
486
$556K 0.01%
23,322
+576
487
$555K 0.01%
+11,527
488
$554K 0.01%
3,957
+874
489
$551K 0.01%
6,536
490
$548K 0.01%
+3,110
491
$545K 0.01%
14,993
-40
492
$542K 0.01%
8,227
+17
493
$541K 0.01%
6,306
+1,222
494
$541K 0.01%
14,210
-1,599
495
$539K 0.01%
7,428
+1,802
496
$538K 0.01%
34,508
497
$538K 0.01%
+9,771
498
$536K 0.01%
3,633
+861
499
$536K 0.01%
24,408
-2,355
500
$535K 0.01%
18,998
+6,328
18 19
20
21 22