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
$3.09B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1 +$88.9M
2 +$69.3M
3 +$56.4M
4
MSFT icon
Microsoft
MSFT
+$54.4M
5
XOM icon
Exxon Mobil
XOM
+$53.1M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.23%
2 Technology 15.96%
3 Financials 13.76%
4 Industrials 12.09%
5 Energy 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$194K 0.01%
+10,684
502
$191K 0.01%
+12,824
503
$180K 0.01%
+18,000
504
$141K ﹤0.01%
+150,000
505
$134K ﹤0.01%
+13,125
506
$129K ﹤0.01%
+13,931
507
$112K ﹤0.01%
+10,000
508
$89K ﹤0.01%
+750
509
$87K ﹤0.01%
+2,313
510
$68K ﹤0.01%
+22,701
511
$62K ﹤0.01%
+28,000
512
$55K ﹤0.01%
+13,600
513
0
514
$31K ﹤0.01%
+1,075
515
$30K ﹤0.01%
+50,000
516
$26K ﹤0.01%
+8
517
$8K ﹤0.01%
+66,302
518
0