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
$2.42B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$7.43M
3
+$7.32M
4
IPG
Interpublic Group of Companies
IPG
+$6.56M
5
CB icon
Chubb
CB
+$4.35M

Top Sells

1
+$11.8M
2
+$9.16M
3
+$7.87M
4
NKE icon
Nike
NKE
+$7.1M
5
JPM icon
JPMorgan Chase
JPM
+$6.37M

Sector Composition

1 Technology 17.57%
2 Healthcare 16.68%
3 Financials 14.52%
4 Industrials 12.34%
5 Communication Services 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-10,434
502
– –
-2,480
503
– –
-16,500
504
– –
-9,542
505
– –
-3,203
506
– –
-6,247
17 18 19 20
21