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
$7.89B
AUM Growth
+$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$31.6M
3
+$29.9M
4
BABA icon
Alibaba
BABA
+$22.1M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$19.8M

Top Sells

1
+$65.2M
2
+$53.3M
3
+$17.7M
4
FIS icon
Fidelity National Information Services
FIS
+$16.4M
5
V icon
Visa
V
+$12.1M

Sector Composition

1 Technology 13.02%
2 Financials 7.43%
3 Healthcare 6.32%
4 Consumer Discretionary 4.59%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$475K 0.01%
9,062
+1,499
552
$474K 0.01%
8,111
-4,933
553
$474K 0.01%
8,286
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554
$472K 0.01%
17,368
+366
555
$468K 0.01%
2,279
+45
556
$465K 0.01%
17,755
557
$464K 0.01%
2,141
-150
558
$464K 0.01%
5,585
+2,527
559
$463K 0.01%
7,854
560
$463K 0.01%
3,422
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561
$461K 0.01%
2,528
562
$459K 0.01%
+1,784
563
$458K 0.01%
14,281
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564
$457K 0.01%
1,659
+198
565
$453K 0.01%
+2,604
566
$453K 0.01%
23,573
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567
$452K 0.01%
9,466
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568
$452K 0.01%
4,990
+1,251
569
$452K 0.01%
17,664
-16
570
$452K 0.01%
11,214
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571
$451K 0.01%
11,770
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572
$448K 0.01%
1,831
573
$446K 0.01%
5,235
+1,438
574
$445K 0.01%
1,481
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575
$443K 0.01%
11,965
+333
21 22
23
24 25