SW
SVB Wealth Portfolio holdings
AUM
$1.87B
This Quarter Return
+10.57%
1 Year Return
+63.48%
3 Year Return
+166.61%
5 Year Return
+235.62%
10 Year Return
+462.37%
AUM
$5.53B
AUM Growth
+$5.53B
(-23%)
Cap. Flow
-$2.17B
Cap. Flow
% of AUM
-39.2%
Top 10 Holdings %
Top 10 Hldgs %
38.69%
Holding
1,058
New
42
Increased
158
Reduced
671
Closed
120
Top Buys
| 1 |
Pfizer
PFE
|
$7.76M |
| 2 |
Schlumberger
SLB
|
$7.63M |
| 3 |
DraftKings
DKNG
|
$3.06M |
| 4 |
RC
Ready Capital
RC
|
$2.48M |
| 5 |
International Flavors & Fragrances
IFF
|
$733K |
Top Sells
Sector Composition
| 1 | Technology | 18.67% |
| 2 | Communication Services | 9.26% |
| 3 | Healthcare | 8.33% |
| 4 | Financials | 5.7% |
| 5 | Industrials | 4.31% |
