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
$1.58K﹤0.01%
+111
 New
+$1.58K
$1.58K﹤0.01%
+13
 New
+$1.58K
$1.55K﹤0.01%
+64
 New
+$1.55K
$1.55K﹤0.01%
+43
 New
+$1.55K
$1.54K﹤0.01%
+76
 New
+$1.54K
$1.53K﹤0.01%
+312
 New
+$1.53K
$1.52K﹤0.01%
+105
 New
+$1.52K
$1.52K﹤0.01%
+67
 New
+$1.52K
$1.51K﹤0.01%
+118
 New
+$1.51K
$1.5K﹤0.01%
+55
 New
+$1.5K
$1.49K﹤0.01%
+108
 New
+$1.49K
$1.48K﹤0.01%
+182
 New
+$1.48K
$1.48K﹤0.01%
+71
 New
+$1.48K
$1.47K﹤0.01%
+47
 New
+$1.47K
$1.46K﹤0.01%
+127
 New
+$1.46K
$1.46K﹤0.01%
+26
 New
+$1.46K
$1.45K﹤0.01%
+557
 New
+$1.45K
$1.44K﹤0.01%
+43
 New
+$1.44K
$1.41K﹤0.01%
+101
 New
+$1.41K
$1.4K﹤0.01%
+264
 New
+$1.4K
$1.39K﹤0.01%
+16
 New
+$1.39K
$1.38K﹤0.01%
+136
 New
+$1.38K
$1.37K﹤0.01%
+48
 New
+$1.37K
$1.36K﹤0.01%
+28
 New
+$1.36K
$1.35K﹤0.01%
+115
 New
+$1.35K
1 505152535474