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
$7.18B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$95.4M
3
+$95.2M
4
EBAY icon
eBay
EBAY
+$20.3M
5
AMT icon
American Tower
AMT
+$15.9M

Top Sells

1
+$179M
2
+$32.2M
3
+$23.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$18.5M
5
AMZN icon
Amazon
AMZN
+$15.6M

Sector Composition

1 Technology 12.99%
2 Financials 7.29%
3 Healthcare 6.61%
4 Consumer Discretionary 4.35%
5 Industrials 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$18.1M 0.25%
75,506
+66,465
77
$17.7M 0.25%
320,990
+20,048
78
$17.4M 0.24%
158,979
-3,834
79
$17.3M 0.24%
210,590
-14,020
80
$16.9M 0.24%
289,154
+246,947
81
$16.5M 0.23%
454,278
-16,391
82
$15.3M 0.21%
59,877
+427
83
$15.2M 0.21%
156,735
-35,719
84
$15.2M 0.21%
236,826
+39,667
85
$15.2M 0.21%
250,423
+11,469
86
$14.9M 0.21%
146,488
+41,762
87
$14.7M 0.2%
76,164
-2,936
88
$14.6M 0.2%
34,370
-1,887
89
$14.5M 0.2%
49,890
-1,668
90
$14.4M 0.2%
276,857
+83,859
91
$13.9M 0.19%
61,960
-1,405
92
$13.5M 0.19%
54,450
-252
93
$13.5M 0.19%
203,794
-5,327
94
$13.4M 0.19%
146,484
-74,357
95
$13.4M 0.19%
140,000
-7,080
96
$13.3M 0.18%
281,069
+18,752
97
$13.3M 0.18%
366,488
+20,693
98
$13.3M 0.18%
203,401
-1,882
99
$13.2M 0.18%
114,892
-14,512
100
$12.9M 0.18%
56,975
-4,793
2 3
4
5 6