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
$2.53B
AUM Growth
-$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.46M
3
+$4.39M
4
PM icon
Philip Morris
PM
+$4.33M
5
COF icon
Capital One
COF
+$4.31M

Top Sells

1
+$6.57M
2
+$6.29M
3
+$6.14M
4
CL icon
Colgate-Palmolive
CL
+$6.06M
5
M icon
Macy's
M
+$5.75M

Sector Composition

1 Healthcare 19.14%
2 Technology 16.05%
3 Financials 14.15%
4 Industrials 11.12%
5 Consumer Discretionary 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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