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
126
$8.01M 0.11%
350,211
-17,966
127
$7.92M 0.11%
50,200
128
$7.92M 0.11%
59,595
-1,503
129
$7.84M 0.11%
51,736
-4,410
130
$7.81M 0.11%
100,616
-1,506
131
$7.68M 0.11%
21,582
+725
132
$7.68M 0.11%
73,291
-9,261
133
$7.49M 0.1%
152,592
+5,218
134
$7.43M 0.1%
40,475
-1,088
135
$7.42M 0.1%
118,780
+8,108
136
$7.22M 0.1%
63,244
+595
137
$7.21M 0.1%
82,648
+17
138
$7.18M 0.1%
185,494
+324
139
$7.07M 0.1%
82,591
-2,769
140
$6.97M 0.1%
132,289
-7,862
141
$6.93M 0.1%
43,025
-495
142
$6.57M 0.09%
41,101
-56,160
143
$6.53M 0.09%
28,083
+277
144
$6.47M 0.09%
89,849
-1,458
145
$6.47M 0.09%
29,245
+635
146
$6.34M 0.09%
80,560
-173,248
147
$6.3M 0.09%
24,721
-776
148
$6.14M 0.09%
586,764
149
$5.99M 0.08%
82,547
-11,451
150
$5.91M 0.08%
57,191
+28
4 5
6
7 8