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
801
$63K ﹤0.01%
+27,542
802
$63K ﹤0.01%
1,938
-2,769
803
$58K ﹤0.01%
4,090
-927
804
$50K ﹤0.01%
3,648
805
$50K ﹤0.01%
20
806
$49K ﹤0.01%
17,052
+3,501
807
$49K ﹤0.01%
529
808
$48K ﹤0.01%
+10,089
809
$45K ﹤0.01%
720
810
$40K ﹤0.01%
+782
811
$37K ﹤0.01%
+780
812
$35K ﹤0.01%
152
813
$32K ﹤0.01%
+357
814
$29K ﹤0.01%
+250
815
$27K ﹤0.01%
+11,609
816
$25K ﹤0.01%
273
-315
817
$25K ﹤0.01%
318
818
$24K ﹤0.01%
1,406
819
$24K ﹤0.01%
640
820
$23K ﹤0.01%
2,000
821
$23K ﹤0.01%
671
822
$21K ﹤0.01%
1,551
-2,610
823
$21K ﹤0.01%
12,151
-1,467
824
$17K ﹤0.01%
+193
825
$16K ﹤0.01%
1,200
31 32
33
34 35