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
851
$70K ﹤0.01%
+25,360
852
$69K ﹤0.01%
+16,271
853
$69K ﹤0.01%
13,439
-3,390
854
$65K ﹤0.01%
+1,130
855
$57K ﹤0.01%
20,362
+8,958
856
$56K ﹤0.01%
+13,797
857
$54K ﹤0.01%
+13,867
858
$50K ﹤0.01%
15,643
-58,671
859
$49K ﹤0.01%
22,715
860
$47K ﹤0.01%
460
+218
861
$43K ﹤0.01%
+19,448
862
$40K ﹤0.01%
+11,305
863
$40K ﹤0.01%
+13,368
864
$39K ﹤0.01%
+11,717
865
$38K ﹤0.01%
+345
866
$37K ﹤0.01%
28,667
+14,062
867
$34K ﹤0.01%
19,000
868
$31K ﹤0.01%
11,699
-223
869
$27K ﹤0.01%
+10,331
870
$26K ﹤0.01%
+94,150
871
$22K ﹤0.01%
14,392
872
$20K ﹤0.01%
+15,000
873
$15K ﹤0.01%
+10,909
874
$15K ﹤0.01%
248
-250
875
$11K ﹤0.01%
+500
33 34
35
36 37