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
$7.89B
AUM Growth
+$708M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,066
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$31.6M
3
+$29.9M
4
BABA icon
Alibaba
BABA
+$22.1M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$19.8M

Top Sells

1
+$65.2M
2
+$53.3M
3
+$17.7M
4
FIS icon
Fidelity National Information Services
FIS
+$16.4M
5
V icon
Visa
V
+$12.1M

Sector Composition

1 Technology 13.02%
2 Financials 7.43%
3 Healthcare 6.32%
4 Consumer Discretionary 4.59%
5 Industrials 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$49K ﹤0.01%
529
852
$45K ﹤0.01%
1,784
-23,216
853
$40K ﹤0.01%
782
854
$39K ﹤0.01%
152
855
$35K ﹤0.01%
771
-1,662
856
$33K ﹤0.01%
12,999
+1,390
857
$31K ﹤0.01%
357
858
$30K ﹤0.01%
780
859
$30K ﹤0.01%
+810
860
$28K ﹤0.01%
+840
861
$27K ﹤0.01%
+395
862
$26K ﹤0.01%
+202
863
$25K ﹤0.01%
2,000
864
$25K ﹤0.01%
640
865
$25K ﹤0.01%
12,151
866
$20K ﹤0.01%
218
+25
867
$20K ﹤0.01%
+474
868
$19K ﹤0.01%
+577
869
$16K ﹤0.01%
1,200
870
$14K ﹤0.01%
1,129
871
$13K ﹤0.01%
200
872
$12K ﹤0.01%
150
873
$11K ﹤0.01%
750
874
$10K ﹤0.01%
166
-554
875
$9K ﹤0.01%
54
33 34
35
36 37