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
$11.7K﹤0.01%
+500
 New
+$11.7K
$11.6K﹤0.01%
+154
 New
+$11.6K
$11.6K﹤0.01%
+185
 New
+$11.6K
$11.6K﹤0.01%
+350
 New
+$11.6K
$11.5K﹤0.01%
+247
 New
+$11.5K
$11.5K﹤0.01%
+117
 New
+$11.5K
$11.5K﹤0.01%
+72
 New
+$11.5K
$11.5K﹤0.01%
+37
 New
+$11.5K
$11.4K﹤0.01%
+583
 New
+$11.4K
$11.4K﹤0.01%
+187
 New
+$11.4K
$11.3K﹤0.01%
+190
 New
+$11.3K
$11.3K﹤0.01%
+168
 New
+$11.3K
$11.2K﹤0.01%
+75
 New
+$11.2K
$11.2K﹤0.01%
+303
 New
+$11.2K
$11.2K﹤0.01%
+418
 New
+$11.2K
$11.2K﹤0.01%
+375
 New
+$11.2K
$11.2K﹤0.01%
+265
 New
+$11.2K
$11.1K﹤0.01%
+605
 New
+$11.1K
$10.9K﹤0.01%
+50
 New
+$10.9K
$10.9K﹤0.01%
+1,172
 New
+$10.9K
$10.8K﹤0.01%
+73
 New
+$10.8K
$10.8K﹤0.01%
+1,020
 New
+$10.8K
$10.7K﹤0.01%
+1,505
 New
+$10.7K
$10.6K﹤0.01%
+236
 New
+$10.6K
$10.4K﹤0.01%
+610
 New
+$10.4K
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