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
551
$399K 0.01%
1,831
-690
552
$398K 0.01%
956
+277
553
$396K 0.01%
1,608
+15
554
$394K 0.01%
+3,432
555
$394K 0.01%
1,421
+23
556
$393K 0.01%
3,815
-11
557
$392K 0.01%
6,982
558
$391K 0.01%
9,195
+2,138
559
$390K 0.01%
5,208
-137
560
$390K 0.01%
10,714
+1,817
561
$388K 0.01%
19,286
-1,024
562
$386K 0.01%
13,395
-2,233
563
$385K 0.01%
1,416
+220
564
$385K 0.01%
+10,155
565
$385K 0.01%
+4,134
566
$385K 0.01%
20,005
+3,303
567
$378K 0.01%
+4,223
568
$378K 0.01%
4,102
+424
569
$375K 0.01%
5,216
+264
570
$375K 0.01%
4,780
+4
571
$372K 0.01%
8,561
+537
572
$371K 0.01%
2,710
+465
573
$371K 0.01%
3,275
+85
574
$370K 0.01%
2,499
+71
575
$369K 0.01%
+21,429
21 22
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