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
$10.3K﹤0.01%
+123
 New
+$10.3K
$10.3K﹤0.01%
+480
 New
+$10.3K
$10.3K﹤0.01%
+294
 New
+$10.3K
$10.3K﹤0.01%
+178
 New
+$10.3K
$10.2K﹤0.01%
+318
 New
+$10.2K
$9.98K﹤0.01%
+76
 New
+$9.98K
$9.98K﹤0.01%
+317
 New
+$9.98K
$9.98K﹤0.01%
+112
 New
+$9.98K
$9.92K﹤0.01%
+503
 New
+$9.92K
$9.87K﹤0.01%
+352
 New
+$9.87K
$9.85K﹤0.01%
+102
 New
+$9.85K
$9.84K﹤0.01%
+435
 New
+$9.84K
$9.79K﹤0.01%
+84
 New
+$9.79K
$9.78K﹤0.01%
+322
 New
+$9.78K
$9.72K﹤0.01%
+201
 New
+$9.72K
$9.71K﹤0.01%
+95
 New
+$9.71K
$9.63K﹤0.01%
+367
 New
+$9.63K
$9.62K﹤0.01%
+748
 New
+$9.62K
$9.45K﹤0.01%
+1,875
 New
+$9.45K
$9.43K﹤0.01%
+27
 New
+$9.43K
$9.42K﹤0.01%
+225
 New
+$9.42K
$9.42K﹤0.01%
+517
 New
+$9.42K
$9.39K﹤0.01%
+223
 New
+$9.39K
$9.29K﹤0.01%
+160
 New
+$9.29K
$9.26K﹤0.01%
+120
 New
+$9.26K
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