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
$2.86K﹤0.01%
+129
 New
+$2.86K
$2.84K﹤0.01%
+83
 New
+$2.84K
$2.81K﹤0.01%
+18
 New
+$2.81K
$2.8K﹤0.01%
+72
 New
+$2.8K
$2.77K﹤0.01%
+74
 New
+$2.77K
$2.76K﹤0.01%
+166
 New
+$2.76K
$2.74K﹤0.01%
+31
 New
+$2.74K
$2.74K﹤0.01%
+43
 New
+$2.74K
$2.73K﹤0.01%
+273
 New
+$2.73K
$2.73K﹤0.01%
+498
 New
+$2.73K
$2.72K﹤0.01%
+629
 New
+$2.72K
$2.72K﹤0.01%
+169
 New
+$2.72K
$2.72K﹤0.01%
+553
 New
+$2.72K
$2.71K﹤0.01%
+130
 New
+$2.71K
$2.71K﹤0.01%
+76
 New
+$2.71K
$2.71K﹤0.01%
+275
 New
+$2.71K
$2.68K﹤0.01%
+82
 New
+$2.68K
$2.66K﹤0.01%
+109
 New
+$2.66K
$2.66K﹤0.01%
+65
 New
+$2.66K
$2.66K﹤0.01%
+53
 New
+$2.66K
$2.65K﹤0.01%
+86
 New
+$2.65K
$2.64K﹤0.01%
+90
 New
+$2.64K
$2.64K﹤0.01%
+252
 New
+$2.64K
$2.63K﹤0.01%
+141
 New
+$2.63K
$2.62K﹤0.01%
+277
 New
+$2.62K
1 454647484974