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
$2.61B
AUM Growth
+$740K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
483
New
Increased
Reduced
Closed

Top Buys

1
+$67.8M
2
+$35.4M
3
+$14.2M
4
SKX
Skechers
SKX
+$11.7M
5
AMZN icon
Amazon
AMZN
+$9.31M

Top Sells

1
+$12.5M
2
+$12.1M
3
+$11.5M
4
DIS icon
Walt Disney
DIS
+$11.4M
5
GILD icon
Gilead Sciences
GILD
+$8.7M

Sector Composition

1 Technology 21.09%
2 Financials 16.5%
3 Healthcare 15.63%
4 Consumer Discretionary 9.78%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.1M 0.62%
652,289
-3,487
52
$15.8M 0.61%
85,525
-4,197
53
$15.7M 0.6%
136,574
-42,923
54
$15.5M 0.6%
146,473
-471
55
$15.3M 0.59%
228,078
-3,002
56
$14.6M 0.56%
623,532
-10,268
57
$14.5M 0.56%
353,254
-55,289
58
$14.5M 0.55%
196,582
+7,517
59
$14.1M 0.54%
95,187
-12,207
60
$13.8M 0.53%
88,699
+469
61
$13.5M 0.52%
96,238
+1,575
62
$12.7M 0.49%
121,321
-109,075
63
$12.6M 0.48%
154,141
-1,096
64
$12.4M 0.48%
79,248
-3,801
65
$12.3M 0.47%
408,431
+388,824
66
$12.3M 0.47%
257,392
-2,300
67
$12.1M 0.47%
86,571
-7,883
68
$11.9M 0.46%
198,890
-2,692
69
$11.7M 0.45%
204,012
+10,774
70
$11.6M 0.45%
136,200
+2,442
71
$11.6M 0.44%
51,887
-4,571
72
$11.5M 0.44%
350,557
-82,742
73
$11.5M 0.44%
46,833
-6,027
74
$11.3M 0.44%
91,156
-11,337
75
$11.3M 0.43%
465,906
+18,006
1 2
3
4 5