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
776
$158K ﹤0.01%
4,810
777
$158K ﹤0.01%
+13,443
778
$154K ﹤0.01%
18,050
-5,425
779
$139K ﹤0.01%
4,360
780
$133K ﹤0.01%
10,525
-1,000
781
$132K ﹤0.01%
3,000
782
$128K ﹤0.01%
31,796
+4,386
783
$127K ﹤0.01%
+16,062
784
$125K ﹤0.01%
1,500
785
$118K ﹤0.01%
10,558
+378
786
$110K ﹤0.01%
3,043
+43
787
$110K ﹤0.01%
32,337
+8,161
788
$109K ﹤0.01%
19,886
+7,524
789
$108K ﹤0.01%
2,433
+62
790
$107K ﹤0.01%
829
791
$105K ﹤0.01%
30,700
-599
792
$101K ﹤0.01%
2,998
-2,454
793
$94K ﹤0.01%
13,108
794
$93K ﹤0.01%
21,770
795
$83K ﹤0.01%
+16,380
796
$77K ﹤0.01%
24,302
+3,448
797
$72K ﹤0.01%
+19,463
798
$69K ﹤0.01%
19,000
799
$69K ﹤0.01%
3,904
800
$66K ﹤0.01%
6,453
+129
30 31
32
33 34