SW

SVB Wealth Portfolio holdings

AUM $1.86B
1-Year Est. Return 67.34%
This Quarter Est. Return
1 Year Est. Return
+67.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.85B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$37.8M
3
+$30.2M
4
TXG icon
10x Genomics
TXG
+$28.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.7M

Top Sells

1
+$247M
2
+$54.5M
3
+$19M
4
III icon
Information Services Group
III
+$13.8M
5
EBAY icon
eBay
EBAY
+$12.5M

Sector Composition

1 Technology 14.21%
2 Healthcare 7.96%
3 Financials 5.62%
4 Consumer Discretionary 4.06%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$262K ﹤0.01%
5,909
-241
702
$260K ﹤0.01%
+3,227
703
$257K ﹤0.01%
+3,089
704
$257K ﹤0.01%
+4,076
705
$256K ﹤0.01%
2,406
-786
706
$256K ﹤0.01%
+5,399
707
$256K ﹤0.01%
+7,985
708
$256K ﹤0.01%
20,473
+1,413
709
$256K ﹤0.01%
+1,694
710
$256K ﹤0.01%
+3,546
711
$255K ﹤0.01%
+1,227
712
$255K ﹤0.01%
+2,011
713
$254K ﹤0.01%
+1,626
714
$254K ﹤0.01%
+4,064
715
$253K ﹤0.01%
+3,362
716
$252K ﹤0.01%
+2,850
717
$252K ﹤0.01%
+21,930
718
$251K ﹤0.01%
3,133
+208
719
$250K ﹤0.01%
8,125
720
$249K ﹤0.01%
11,557
+2,033
721
$249K ﹤0.01%
+4,460
722
$248K ﹤0.01%
4,035
-484
723
$247K ﹤0.01%
+11,771
724
$246K ﹤0.01%
10,011
+716
725
$245K ﹤0.01%
+1,104
27 28
29
30 31