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
$4.46K﹤0.01%
+459
 New
+$4.46K
$4.45K﹤0.01%
+19
 New
+$4.45K
$4.44K﹤0.01%
+101
 New
+$4.44K
$4.44K﹤0.01%
+200
 New
+$4.44K
$4.43K﹤0.01%
+422
 New
+$4.43K
$4.41K﹤0.01%
+59
 New
+$4.41K
$4.4K﹤0.01%
+235
 New
+$4.4K
$4.39K﹤0.01%
+5,094
 New
+$4.39K
$4.38K﹤0.01%
+96
 New
+$4.38K
$4.34K﹤0.01%
+216
 New
+$4.34K
$4.32K﹤0.01%
+125
 New
+$4.32K
$4.31K﹤0.01%
+25
 New
+$4.31K
$4.3K﹤0.01%
+41
 New
+$4.3K
$4.28K﹤0.01%
+465
 New
+$4.28K
$4.27K﹤0.01%
+706
 New
+$4.27K
$4.26K﹤0.01%
+160
 New
+$4.26K
$4.21K﹤0.01%
+97
 New
+$4.21K
$4.21K﹤0.01%
+61
 New
+$4.21K
$4.19K﹤0.01%
+2,227
 New
+$4.19K
$4.18K﹤0.01%
+52
 New
+$4.18K
$4.14K﹤0.01%
+67
 New
+$4.14K
$4.13K﹤0.01%
+48
 New
+$4.13K
$4.1K﹤0.01%
+115
 New
+$4.1K
$4.1K﹤0.01%
+262
 New
+$4.1K
$4.06K﹤0.01%
+110
 New
+$4.06K
1 414243444574