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
601
$337K ﹤0.01%
8,708
-4,314
602
$337K ﹤0.01%
7,516
+1,091
603
$337K ﹤0.01%
+10,592
604
$336K ﹤0.01%
1,200
-24
605
$335K ﹤0.01%
1,836
-5
606
$333K ﹤0.01%
5,523
-406
607
$333K ﹤0.01%
1,656
+6
608
$332K ﹤0.01%
6,211
+522
609
$332K ﹤0.01%
+14,880
610
$331K ﹤0.01%
4,062
-369
611
$329K ﹤0.01%
+14,143
612
$329K ﹤0.01%
3,739
-4,369
613
$329K ﹤0.01%
3,624
614
$328K ﹤0.01%
9,969
+415
615
$326K ﹤0.01%
778
-6
616
$325K ﹤0.01%
21,910
+1,000
617
$324K ﹤0.01%
1,206
-12
618
$321K ﹤0.01%
6,907
619
$319K ﹤0.01%
+13,800
620
$318K ﹤0.01%
+4,914
621
$317K ﹤0.01%
+7,933
622
$317K ﹤0.01%
3,666
-184
623
$316K ﹤0.01%
790
+30
624
$315K ﹤0.01%
+694
625
$315K ﹤0.01%
3,462
-9
23 24
25
26 27