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
$6.85B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,055
New
Increased
Reduced
Closed

Top Buys

1
+$271M
2
+$37.8M
3
+$30.2M
4
TXG icon
10x Genomics
TXG
+$28.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$22.7M

Top Sells

1
+$247M
2
+$54.5M
3
+$19M
4
III icon
Information Services Group
III
+$13.8M
5
EBAY icon
eBay
EBAY
+$12.5M

Sector Composition

1 Technology 14.21%
2 Healthcare 7.96%
3 Financials 5.62%
4 Consumer Discretionary 4.06%
5 Industrials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$217K ﹤0.01%
+2,924
777
$217K ﹤0.01%
+4,430
778
$215K ﹤0.01%
+998
779
$213K ﹤0.01%
+9,273
780
$212K ﹤0.01%
6,096
781
$211K ﹤0.01%
+3,161
782
$210K ﹤0.01%
1,870
+46
783
$209K ﹤0.01%
6,125
-2,718
784
$208K ﹤0.01%
+5,505
785
$208K ﹤0.01%
+6,373
786
$208K ﹤0.01%
+47,156
787
$207K ﹤0.01%
+29,038
788
$207K ﹤0.01%
+6,025
789
$206K ﹤0.01%
+772
790
$206K ﹤0.01%
12,498
-4,431
791
$206K ﹤0.01%
+9,465
792
$206K ﹤0.01%
+3,321
793
$204K ﹤0.01%
+5,226
794
$203K ﹤0.01%
+20,557
795
$203K ﹤0.01%
+7,310
796
$202K ﹤0.01%
1,394
+146
797
$202K ﹤0.01%
+4,288
798
$202K ﹤0.01%
+4,716
799
$202K ﹤0.01%
87,068
+60,347
800
$201K ﹤0.01%
4,161
30 31
32
33 34