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
$1.83K﹤0.01%
+22
 New
+$1.83K
$1.82K﹤0.01%
+72
 New
+$1.82K
$1.81K﹤0.01%
+450
 New
+$1.81K
$1.8K﹤0.01%
+246
 New
+$1.8K
$1.8K﹤0.01%
+79
 New
+$1.8K
$1.79K﹤0.01%
+71
 New
+$1.79K
$1.78K﹤0.01%
+210
 New
+$1.78K
$1.78K﹤0.01%
+74
 New
+$1.78K
$1.75K﹤0.01%
+50
 New
+$1.75K
$1.74K﹤0.01%
+59
 New
+$1.74K
$1.74K﹤0.01%
+71
 New
+$1.74K
$1.73K﹤0.01%
+43
 New
+$1.73K
$1.73K﹤0.01%
+44
 New
+$1.73K
$1.72K﹤0.01%
+33
 New
+$1.72K
$1.68K﹤0.01%
+51
 New
+$1.68K
$1.68K﹤0.01%
+27
 New
+$1.68K
$1.67K﹤0.01%
+25
 New
+$1.67K
$1.67K﹤0.01%
+23
 New
+$1.67K
$1.66K﹤0.01%
+79
 New
+$1.66K
$1.66K﹤0.01%
+113
 New
+$1.66K
$1.64K﹤0.01%
+41
 New
+$1.64K
$1.62K﹤0.01%
+44
 New
+$1.62K
$1.61K﹤0.01%
+242
 New
+$1.61K
$1.6K﹤0.01%
+31
 New
+$1.6K
$1.59K﹤0.01%
+163
 New
+$1.59K
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