SW

SVB Wealth Portfolio holdings

AUM $2.43B
This Quarter Return
-8.65%
1 Year Return
+54.3%
3 Year Return
+110.89%
5 Year Return
+249.64%
10 Year Return
+403.57%
AUM
$2.43B
AUM Growth
-$2.92B
Cap. Flow
-$2.49B
Cap. Flow %
-102.26%
Top 10 Hldgs %
60.94%
Holding
1,919
New
1,158
Increased
78
Reduced
262
Closed
401

Top Buys

1
$6.29M
2
$2.81M
3
$2.67M
4
$2.56M
5
$2.31M

Top Sells

1
$530M
2
$192M
3
$140M
4
$108M
5
$98.9M

Sector Composition

1Communication Services43.28%
2Technology16.78%
3Financials8.41%
4Healthcare7.15%
5Consumer Discretionary4.55%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$15.3K﹤0.01%
+392
 New
+$15.3K
$15.3K﹤0.01%
+265
 New
+$15.3K
$15.3K﹤0.01%
+576
 New
+$15.3K
$15.3K﹤0.01%
+201
 New
+$15.3K
$15.2K﹤0.01%
+345
 New
+$15.2K
$15.1K﹤0.01%
+7,282
 New
+$15.1K
$15.1K﹤0.01%
+258
 New
+$15.1K
$15.1K﹤0.01%
+2,503
 New
+$15.1K
$14.9K﹤0.01%
+312
 New
+$14.9K
$14.5K﹤0.01%
+836
 New
+$14.5K
$14.3K﹤0.01%
+419
 New
+$14.3K
$14.3K﹤0.01%
+272
 New
+$14.3K
$14.2K﹤0.01%
+6,683
 New
+$14.2K
$14.1K﹤0.01%
+948
 New
+$14.1K
$14.1K﹤0.01%
+789
 New
+$14.1K
$13.9K﹤0.01%
+212
 New
+$13.9K
$13.9K﹤0.01%
+57
 New
+$13.9K
$13.8K﹤0.01%
+108
 New
+$13.8K
$13.7K﹤0.01%
+50
 New
+$13.7K
$13.7K﹤0.01%
+255
 New
+$13.7K
$13.6K﹤0.01%
+293
 New
+$13.6K
$13.5K﹤0.01%
+356
 New
+$13.5K
$13.4K﹤0.01%
+302
 New
+$13.4K
$13.2K﹤0.01%
+672
 New
+$13.2K
$13.2K﹤0.01%
+209
 New
+$13.2K
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