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
$2.42B
AUM Growth
-$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$7.43M
3
+$7.32M
4
IPG icon
Interpublic Group of Companies
IPG
+$6.56M
5
CB icon
Chubb
CB
+$4.35M

Top Sells

1
+$11.8M
2
+$9.16M
3
+$7.87M
4
NKE icon
Nike
NKE
+$7.1M
5
JPM icon
JPMorgan Chase
JPM
+$6.37M

Sector Composition

1 Technology 17.57%
2 Healthcare 16.68%
3 Financials 14.52%
4 Industrials 12.34%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.67M 0.11%
1,902
-175
152
$2.67M 0.11%
43,846
+4,241
153
$2.66M 0.11%
87,730
-4,284
154
$2.65M 0.11%
62,861
-11,944
155
$2.59M 0.11%
14,143
-7,531
156
$2.59M 0.11%
40,871
-18,505
157
$2.59M 0.11%
75,964
+845
158
$2.59M 0.11%
35,628
-3,077
159
$2.52M 0.1%
20,103
-2,388
160
$2.45M 0.1%
32,413
-40,378
161
$2.45M 0.1%
64,227
-1,318
162
$2.45M 0.1%
19,104
-3,765
163
$2.41M 0.1%
23,136
-496
164
$2.4M 0.1%
32,361
-3,607
165
$2.4M 0.1%
88,710
-104,766
166
$2.37M 0.1%
33,461
-1,755
167
$2.37M 0.1%
62,033
+10,981
168
$2.37M 0.1%
26,969
-4,194
169
$2.36M 0.1%
42,406
-2,184
170
$2.34M 0.1%
45,966
+71
171
$2.33M 0.1%
32,391
+762
172
$2.32M 0.1%
66,674
-16,066
173
$2.32M 0.1%
30,073
-3,018
174
$2.31M 0.1%
33,621
-59,487
175
$2.27M 0.09%
29,269
-2,742
5 6
7
8 9