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
$2.43B
AUM Growth
-$2.92B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,919
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$2.81M
3 +$2.67M
4
NVDA icon
NVIDIA
NVDA
+$2.56M
5
NI icon
NiSource
NI
+$2.31M

Sector Composition

1 Communication Services 43.28%
2 Technology 16.78%
3 Financials 8.41%
4 Healthcare 7.15%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$22.8K ﹤0.01%
+191
727
$22.8K ﹤0.01%
+639
728
$22.6K ﹤0.01%
+3,000
729
$22.6K ﹤0.01%
+1,325
730
$22.4K ﹤0.01%
+470
731
$22.4K ﹤0.01%
+6,843
732
$22.1K ﹤0.01%
+1,318
733
$22.1K ﹤0.01%
+500
734
$21.8K ﹤0.01%
+391
735
$21.6K ﹤0.01%
+235
736
$21.6K ﹤0.01%
+111
737
$21.4K ﹤0.01%
+1,299
738
$21.4K ﹤0.01%
+929
739
$21.3K ﹤0.01%
+717
740
$21.2K ﹤0.01%
+421
741
$20.8K ﹤0.01%
+634
742
$20.7K ﹤0.01%
+155
743
$20.6K ﹤0.01%
+461
744
$20.5K ﹤0.01%
+350
745
$20.3K ﹤0.01%
+902
746
$20K ﹤0.01%
+319
747
$19.9K ﹤0.01%
+118
748
$19.8K ﹤0.01%
+783
749
$19.8K ﹤0.01%
+254
750
$19.4K ﹤0.01%
+1,452