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
101
$12.5M 0.17%
97,211
+5,499
102
$12.3M 0.17%
237,105
-20,000
103
$12.3M 0.17%
414,244
-328
104
$12M 0.17%
75,222
+36,882
105
$11.8M 0.16%
82,028
+2,289
106
$11.6M 0.16%
161,191
+10,565
107
$10.9M 0.15%
80,875
-1,374
108
$10.8M 0.15%
185,809
-160,994
109
$10.5M 0.15%
232,701
-4,248
110
$10.4M 0.14%
144,488
-2,249
111
$10.1M 0.14%
31,561
-515
112
$9.93M 0.14%
66,109
-58
113
$9.88M 0.14%
523,712
-38,992
114
$9.65M 0.13%
76,931
-1,235
115
$9.3M 0.13%
174,430
-7,022
116
$9.06M 0.13%
162,316
-6,941
117
$8.83M 0.12%
26,293
-1,213
118
$8.71M 0.12%
42,649
-2,004
119
$8.69M 0.12%
66,836
+6,593
120
$8.63M 0.12%
442,326
-199,346
121
$8.39M 0.12%
132,868
+1,491
122
$8.3M 0.12%
48,837
-8,147
123
$8.25M 0.11%
109,649
-321
124
$8.18M 0.11%
105,840
-30,156
125
$8.02M 0.11%
36,003
+3,972
3 4
5
6 7