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
+$5.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1 +$18M
2 +$5.6M
3 +$4.53M
4
C icon
Citigroup
C
+$4.27M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.63M

Top Sells

1 +$24.2M
2 +$23M
3 +$11.4M
4
INTU icon
Intuit
INTU
+$5.59M
5
DRI icon
Darden Restaurants
DRI
+$5.16M

Sector Composition

1 Healthcare 18.46%
2 Technology 15.67%
3 Financials 13.84%
4 Industrials 11.81%
5 Energy 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-3,364
552
-41,980
553
-9,016
554
-21,064
555
-9,944
556
-236,366
557
-12,646
558
-4,308