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
676
$273K ﹤0.01%
2,526
-3
677
$269K ﹤0.01%
3,020
+92
678
$269K ﹤0.01%
21,664
-623
679
$269K ﹤0.01%
6,316
680
$267K ﹤0.01%
+3,273
681
$267K ﹤0.01%
14,379
+4,287
682
$266K ﹤0.01%
1,776
-3,933
683
$265K ﹤0.01%
2,047
-190
684
$264K ﹤0.01%
16,416
-53,604
685
$263K ﹤0.01%
2,354
-343
686
$263K ﹤0.01%
2,299
-171
687
$263K ﹤0.01%
+6,039
688
$263K ﹤0.01%
+4,550
689
$263K ﹤0.01%
14,200
690
$263K ﹤0.01%
+4,395
691
$262K ﹤0.01%
+5,039
692
$261K ﹤0.01%
983
+67
693
$261K ﹤0.01%
14,171
-7,633
694
$260K ﹤0.01%
+9,373
695
$259K ﹤0.01%
+5,865
696
$258K ﹤0.01%
+2,000
697
$256K ﹤0.01%
2,355
698
$256K ﹤0.01%
4,306
+178
699
$256K ﹤0.01%
+4,810
700
$256K ﹤0.01%
25,778
+6,619
26 27
28
29 30