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
$1.35K﹤0.01%
+190
 New
+$1.35K
$1.35K﹤0.01%
+36
 New
+$1.35K
$1.35K﹤0.01%
+310
 New
+$1.35K
$1.34K﹤0.01%
+16
 New
+$1.34K
$1.34K﹤0.01%
+160
 New
+$1.34K
$1.33K﹤0.01%
+1,121
 New
+$1.33K
$1.33K﹤0.01%
+85
 New
+$1.33K
$1.33K﹤0.01%
+69
 New
+$1.33K
$1.32K﹤0.01%
+201
 New
+$1.32K
$1.31K﹤0.01%
+30
 New
+$1.31K
$1.31K﹤0.01%
+58
 New
+$1.31K
$1.3K﹤0.01%
+116
 New
+$1.3K
$1.29K﹤0.01%
+83
 New
+$1.29K
$1.29K﹤0.01%
+99
 New
+$1.29K
$1.28K﹤0.01%
+72
 New
+$1.28K
$1.28K﹤0.01%
+106
 New
+$1.28K
$1.28K﹤0.01%
+22
 New
+$1.28K
$1.27K﹤0.01%
+147
 New
+$1.27K
$1.27K﹤0.01%
+142
 New
+$1.27K
$1.26K﹤0.01%
+64
 New
+$1.26K
$1.25K﹤0.01%
+7
 New
+$1.25K
$1.24K﹤0.01%
+25
 New
+$1.24K
$1.23K﹤0.01%
+37
 New
+$1.23K
$1.23K﹤0.01%
+75
 New
+$1.23K
$1.22K﹤0.01%
+223
 New
+$1.22K
1 515253545574