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
151
$5.9M 0.08%
27,574
-666
152
$5.87M 0.08%
16,374
-1,102
153
$5.8M 0.08%
75,938
+13,169
154
$5.71M 0.08%
84,915
+3,213
155
$5.69M 0.08%
61,912
-1,961
156
$5.39M 0.08%
46,155
-8,279
157
$5.28M 0.07%
33,425
-23,439
158
$5.05M 0.07%
9,534
159
$4.85M 0.07%
36,543
-2,704
160
$4.83M 0.07%
62,146
+29,452
161
$4.72M 0.07%
36,612
-1,096
162
$4.61M 0.06%
24,683
+290
163
$4.6M 0.06%
34,673
-692
164
$4.56M 0.06%
25,364
-334
165
$4.54M 0.06%
26,488
+188
166
$4.53M 0.06%
260,834
167
$4.44M 0.06%
68,705
-4,881
168
$4.43M 0.06%
98,068
+675
169
$4.35M 0.06%
23,000
+2,994
170
$4.28M 0.06%
19,333
-65
171
$4.27M 0.06%
50,806
-52
172
$4.16M 0.06%
52,810
-4,233
173
$4.09M 0.06%
49,822
-3,345
174
$4.09M 0.06%
42,742
-748
175
$4.05M 0.06%
30,856
+202
5 6
7
8 9