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
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$15.6M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$455K 0.01%
3,377
-300
527
$454K 0.01%
17,680
+4
528
$453K 0.01%
17,755
529
$453K 0.01%
3,531
-101
530
$451K 0.01%
2,528
531
$451K 0.01%
12,246
+402
532
$450K 0.01%
36,349
+16,038
533
$446K 0.01%
9,334
-149
534
$446K 0.01%
2,234
-222
535
$445K 0.01%
9,330
-120
536
$443K 0.01%
+11,081
537
$442K 0.01%
8,210
+3,568
538
$439K 0.01%
7,816
+3,460
539
$437K 0.01%
+2,934
540
$435K 0.01%
8,785
-27,700
541
$434K 0.01%
26,728
+24
542
$431K 0.01%
+17,002
543
$431K 0.01%
80,387
+4,763
544
$430K 0.01%
2,580
+180
545
$428K 0.01%
+8,173
546
$423K 0.01%
5,395
-113
547
$419K 0.01%
1,927
+81
548
$407K 0.01%
4,869
+140
549
$406K 0.01%
4,009
+657
550
$402K 0.01%
30,789
+3,989
20 21
22
23 24