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
726
$235K ﹤0.01%
25,000
727
$230K ﹤0.01%
+15,894
728
$229K ﹤0.01%
9,404
-120
729
$229K ﹤0.01%
+6,383
730
$228K ﹤0.01%
17,522
731
$228K ﹤0.01%
+7,425
732
$227K ﹤0.01%
+1,250
733
$227K ﹤0.01%
10,014
+4,415
734
$225K ﹤0.01%
+10,455
735
$225K ﹤0.01%
+25,753
736
$225K ﹤0.01%
11,265
+4,964
737
$224K ﹤0.01%
3,941
-314
738
$223K ﹤0.01%
6,774
-142
739
$223K ﹤0.01%
7,850
+200
740
$223K ﹤0.01%
+4,663
741
$222K ﹤0.01%
7,150
-2,787
742
$221K ﹤0.01%
+5,722
743
$219K ﹤0.01%
11,261
+532
744
$219K ﹤0.01%
1,746
-2,549
745
$219K ﹤0.01%
+3,058
746
$219K ﹤0.01%
683
+3
747
$218K ﹤0.01%
1,450
-315
748
$217K ﹤0.01%
+10,323
749
$217K ﹤0.01%
1,632
-33
750
$216K ﹤0.01%
4,800
28 29
30
31 32