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
$7.89B
AUM Growth
+$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$31.6M
3
+$29.9M
4
BABA icon
Alibaba
BABA
+$22.1M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$19.8M

Top Sells

1
+$65.2M
2
+$53.3M
3
+$17.7M
4
FIS icon
Fidelity National Information Services
FIS
+$16.4M
5
V icon
Visa
V
+$12.1M

Sector Composition

1 Technology 13.02%
2 Financials 7.43%
3 Healthcare 6.32%
4 Consumer Discretionary 4.59%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$234K ﹤0.01%
17,305
+3,862
777
$233K ﹤0.01%
+1,343
778
$232K ﹤0.01%
2,337
+38
779
$231K ﹤0.01%
15,650
780
$230K ﹤0.01%
13,060
-3,274
781
$230K ﹤0.01%
5,848
+116
782
$230K ﹤0.01%
5,452
-11,361
783
$225K ﹤0.01%
+1,772
784
$224K ﹤0.01%
+34,529
785
$224K ﹤0.01%
4,800
786
$224K ﹤0.01%
+2,395
787
$221K ﹤0.01%
925
+15
788
$221K ﹤0.01%
1,745
-162
789
$221K ﹤0.01%
3,650
-200
790
$221K ﹤0.01%
+590
791
$220K ﹤0.01%
+4,700
792
$220K ﹤0.01%
+1,696
793
$218K ﹤0.01%
9,234
-170
794
$215K ﹤0.01%
+1,818
795
$213K ﹤0.01%
+10,277
796
$212K ﹤0.01%
7,343
+769
797
$210K ﹤0.01%
18,732
-53,941
798
$208K ﹤0.01%
+5,103
799
$208K ﹤0.01%
+2,223
800
$208K ﹤0.01%
+4,207
30 31
32
33 34