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
501
$534K 0.01%
7,120
+2,744
502
$532K 0.01%
10,874
+194
503
$529K 0.01%
7,659
+5,269
504
$525K 0.01%
8,567
-144
505
$524K 0.01%
15,658
+6,474
506
$522K 0.01%
4,286
+78
507
$519K 0.01%
+11,851
508
$517K 0.01%
+14,435
509
$516K 0.01%
13,774
+5,569
510
$509K 0.01%
6,933
-39
511
$508K 0.01%
16,242
-1,360
512
$506K 0.01%
+22,422
513
$505K 0.01%
3,870
+1,389
514
$501K 0.01%
+12,667
515
$498K 0.01%
7,284
+1,698
516
$496K 0.01%
+17,106
517
$496K 0.01%
3,896
+604
518
$496K 0.01%
2,423
+831
519
$495K 0.01%
3,450
-325
520
$494K 0.01%
7,720
+3,219
521
$489K 0.01%
+38,736
522
$489K 0.01%
9,183
+165
523
$486K 0.01%
12,610
+7,560
524
$485K 0.01%
+4,443
525
$484K 0.01%
14,154
+5,539
19 20
21
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