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
801
$200K ﹤0.01%
+6,233
802
$200K ﹤0.01%
+8,148
803
$199K ﹤0.01%
18,212
+2,529
804
$199K ﹤0.01%
36,124
+11,080
805
$196K ﹤0.01%
38,379
+5,818
806
$193K ﹤0.01%
20,000
807
$183K ﹤0.01%
41,052
+24,578
808
$183K ﹤0.01%
+10,955
809
$183K ﹤0.01%
+23,697
810
$182K ﹤0.01%
10,751
+193
811
$181K ﹤0.01%
+27,500
812
$180K ﹤0.01%
10,927
-1,706
813
$179K ﹤0.01%
+13,583
814
$168K ﹤0.01%
12,606
-4,898
815
$167K ﹤0.01%
36,931
+1,295
816
$164K ﹤0.01%
+13,774
817
$161K ﹤0.01%
+12,192
818
$156K ﹤0.01%
+70,857
819
$151K ﹤0.01%
+11,605
820
$144K ﹤0.01%
22,219
+8,668
821
$143K ﹤0.01%
22,553
-47,631
822
$140K ﹤0.01%
16,466
+2,900
823
$137K ﹤0.01%
+19,420
824
$133K ﹤0.01%
+10,543
825
$132K ﹤0.01%
+11,015
31 32
33
34 35