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
101
$6.72M 0.28%
70,905
-250
102
$6.57M 0.27%
188,544
-10,103
103
$6.22M 0.26%
53,927
+5,424
104
$5.91M 0.24%
43,241
+11,895
105
$5.76M 0.24%
78,493
-1,279
106
$5.52M 0.23%
47,213
-7,015
107
$5.37M 0.22%
77,547
-51,579
108
$5.24M 0.22%
127,527
+31,030
109
$4.88M 0.2%
65,418
-2,626
110
$4.65M 0.19%
115,915
-6,240
111
$4.53M 0.19%
69,443
-390
112
$4.27M 0.18%
88,987
-48,825
113
$4.12M 0.17%
91,772
-11,186
114
$4.09M 0.17%
16,376
-503
115
$3.8M 0.16%
61,448
-5,066
116
$3.76M 0.16%
34,823
-595
117
$3.75M 0.16%
52,926
+151
118
$3.69M 0.15%
38,206
-2,952
119
$3.65M 0.15%
34,536
-18,488
120
$3.64M 0.15%
69,894
-35,845
121
$3.64M 0.15%
35,522
+3,539
122
$3.56M 0.15%
35,525
-2,910
123
$3.48M 0.14%
117,113
-44,759
124
$3.47M 0.14%
29,630
-12,736
125
$3.4M 0.14%
21,255
-700
3 4
5
6 7