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
826
$13K ﹤0.01%
1,129
827
$13K ﹤0.01%
415
828
$11K ﹤0.01%
200
829
$11K ﹤0.01%
150
830
$10K ﹤0.01%
128
831
$10K ﹤0.01%
750
832
$9K ﹤0.01%
+400
833
$9K ﹤0.01%
54
834
$8K ﹤0.01%
134
835
$8K ﹤0.01%
30
836
$7K ﹤0.01%
+500
837
$7K ﹤0.01%
+490
838
$7K ﹤0.01%
1,516
839
$5K ﹤0.01%
120
840
$3K ﹤0.01%
20,075
841
$2K ﹤0.01%
65
842
$1K ﹤0.01%
372
843
– –
-48,534
844
– –
-28,555
845
– –
-875
846
– –
-4,375
847
– –
-5,206,456
848
– –
-12,806
849
– –
-10,200
850
– –
-50,335
32 33
34
35 36