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
626
$314K ﹤0.01%
+2,007
627
$313K ﹤0.01%
+12,580
628
$312K ﹤0.01%
5,139
+148
629
$312K ﹤0.01%
10,275
+675
630
$312K ﹤0.01%
3,768
631
$310K ﹤0.01%
8,546
-1,430
632
$310K ﹤0.01%
2,038
-206
633
$308K ﹤0.01%
8,354
+1,165
634
$306K ﹤0.01%
3,797
-82
635
$306K ﹤0.01%
+8,795
636
$303K ﹤0.01%
6,032
-1,410
637
$303K ﹤0.01%
9,604
+987
638
$302K ﹤0.01%
20,363
-3,758
639
$302K ﹤0.01%
+5,240
640
$302K ﹤0.01%
4,360
+67
641
$302K ﹤0.01%
6,410
+369
642
$301K ﹤0.01%
2,357
+189
643
$299K ﹤0.01%
16,323
+2,985
644
$299K ﹤0.01%
5,596
+1,496
645
$298K ﹤0.01%
2,767
-285
646
$297K ﹤0.01%
802
-222
647
$297K ﹤0.01%
7,746
-2,013
648
$295K ﹤0.01%
+13,155
649
$295K ﹤0.01%
21,295
+9,409
650
$294K ﹤0.01%
10,823
24 25
26
27 28