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
$2.42B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$7.43M
3
+$7.32M
4
IPG icon
Interpublic Group of Companies
IPG
+$6.56M
5
CB icon
Chubb
CB
+$4.35M

Top Sells

1
+$11.8M
2
+$9.16M
3
+$7.87M
4
NKE icon
Nike
NKE
+$7.1M
5
JPM icon
JPMorgan Chase
JPM
+$6.37M

Sector Composition

1 Technology 17.57%
2 Healthcare 16.68%
3 Financials 14.52%
4 Industrials 12.34%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.87M 0.41%
258,885
+12,555
77
$9.86M 0.41%
97,551
-1,996
78
$9.47M 0.39%
199,964
-21,323
79
$9.46M 0.39%
59,084
-39,109
80
$9.43M 0.39%
103,047
-992
81
$9.4M 0.39%
199,990
-17,602
82
$9.22M 0.38%
177,546
-8,491
83
$9.05M 0.37%
330,068
-73,428
84
$8.71M 0.36%
113,760
+28,652
85
$8.68M 0.36%
152,084
+11,584
86
$8.59M 0.36%
71,704
-65,705
87
$8.59M 0.36%
81,430
-2,786
88
$8.3M 0.34%
258,668
-131,672
89
$8.05M 0.33%
72,571
+4,699
90
$7.8M 0.32%
191,687
+28,725
91
$7.75M 0.32%
331,060
+280,383
92
$7.71M 0.32%
318,670
+302,720
93
$7.53M 0.31%
104,626
-127,247
94
$7.49M 0.31%
126,059
-9,282
95
$7.46M 0.31%
109,172
-8,608
96
$7.14M 0.3%
140,396
-139,625
97
$6.98M 0.29%
302,880
-16,728
98
$6.97M 0.29%
44,779
-11,173
99
$6.87M 0.28%
42,122
-1,835
100
$6.84M 0.28%
133,154
-12,031
2 3
4
5 6