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
51
$25.4M 0.35%
180,389
+3,548
52
$25.3M 0.35%
172,285
+4,283
53
$24.7M 0.34%
678,308
+51,433
54
$24.3M 0.34%
66,607
+306
55
$23.7M 0.33%
34,943
+2,082
56
$23.6M 0.33%
151,950
+13,852
57
$23M 0.32%
188,940
-43,695
58
$21.5M 0.3%
61,045
+10,164
59
$21.5M 0.3%
102,675
+16,440
60
$21.5M 0.3%
45,174
-660
61
$21.2M 0.3%
448,890
+94,237
62
$20.8M 0.29%
338,950
+330,830
63
$20.6M 0.29%
55,318
+8,597
64
$20.6M 0.29%
287,313
+23,494
65
$20.5M 0.29%
320,596
-6,282
66
$20.5M 0.29%
84,181
-1,314
67
$20.4M 0.28%
268,488
-8,790
68
$20.3M 0.28%
342,602
+23,257
69
$20.1M 0.28%
26,623
-946
70
$19.8M 0.28%
93,471
+809
71
$19.8M 0.28%
41,580
-3,511
72
$19M 0.26%
92,263
+26,391
73
$18.9M 0.26%
602,171
+294,868
74
$18.8M 0.26%
230,659
+17,906
75
$18.6M 0.26%
53,867
+2,879
1 2
3
4 5