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
576
$369K 0.01%
47,500
577
$368K 0.01%
4,819
-10,525
578
$366K 0.01%
43,732
+432
579
$366K 0.01%
5,613
-193
580
$366K 0.01%
+7,563
581
$363K 0.01%
6,916
582
$363K 0.01%
15,341
-1,785
583
$362K 0.01%
1,461
-150
584
$362K 0.01%
8,125
585
$359K 0.01%
26,931
-7,658
586
$358K 0.01%
+7,299
587
$357K 0.01%
12,664
+4,592
588
$356K 0.01%
8,569
+79
589
$354K ﹤0.01%
3,445
+245
590
$354K ﹤0.01%
3,980
-4
591
$353K ﹤0.01%
+3,964
592
$353K ﹤0.01%
601
+254
593
$350K ﹤0.01%
5,000
594
$350K ﹤0.01%
5,106
+2,996
595
$350K ﹤0.01%
2,848
-107
596
$343K ﹤0.01%
18,428
+8,138
597
$339K ﹤0.01%
75,382
+43,727
598
$339K ﹤0.01%
+8,000
599
$339K ﹤0.01%
24,222
-30,956
600
$338K ﹤0.01%
3,570
-292
22 23
24
25 26