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
$6.06B
AUM Growth
+$682M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
783
New
Increased
Reduced
Closed

Top Sells

1 +$23.3M
2 +$17.8M
3 +$5.84M
4
TXG icon
10x Genomics
TXG
+$4.95M
5
MDT icon
Medtronic
MDT
+$4.84M

Sector Composition

1 Technology 13.8%
2 Healthcare 7.17%
3 Financials 6.32%
4 Consumer Discretionary 4.29%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$18K ﹤0.01%
640
677
$15K ﹤0.01%
1,200
678
$15K ﹤0.01%
+1,940
679
$13K ﹤0.01%
+11,000
680
$12K ﹤0.01%
1,129
681
$12K ﹤0.01%
415
682
$11K ﹤0.01%
+228
683
$11K ﹤0.01%
1,068
684
$10K ﹤0.01%
+200
685
$10K ﹤0.01%
200
686
$10K ﹤0.01%
750
687
$9K ﹤0.01%
166
688
$9K ﹤0.01%
150
689
$8K ﹤0.01%
128
690
$7K ﹤0.01%
1,516
-505
691
$7K ﹤0.01%
54
692
$7K ﹤0.01%
30
693
$6K ﹤0.01%
134
-78
694
$6K ﹤0.01%
+250
695
$5K ﹤0.01%
+381
696
$5K ﹤0.01%
+853
697
$4K ﹤0.01%
+94
698
$4K ﹤0.01%
120
699
$2K ﹤0.01%
65
700
$2K ﹤0.01%
372