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
751
$215K ﹤0.01%
+5,732
752
$212K ﹤0.01%
12,167
+486
753
$211K ﹤0.01%
3,850
+300
754
$211K ﹤0.01%
7,145
-2,133
755
$210K ﹤0.01%
3,154
-52
756
$209K ﹤0.01%
+910
757
$208K ﹤0.01%
+6,830
758
$208K ﹤0.01%
15,650
-1,913
759
$206K ﹤0.01%
+1,907
760
$206K ﹤0.01%
19,508
+473
761
$206K ﹤0.01%
1,344
-76
762
$203K ﹤0.01%
14,225
+312
763
$202K ﹤0.01%
22,305
764
$201K ﹤0.01%
+6,874
765
$201K ﹤0.01%
+1,534
766
$201K ﹤0.01%
33,105
767
$201K ﹤0.01%
+6,574
768
$200K ﹤0.01%
+7,801
769
$196K ﹤0.01%
+12,744
770
$189K ﹤0.01%
20,350
771
$189K ﹤0.01%
3,775
772
$187K ﹤0.01%
+17,083
773
$177K ﹤0.01%
11,125
774
$170K ﹤0.01%
49,714
+23,430
775
$160K ﹤0.01%
+10,901
29 30
31
32 33