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
176
$2.25M 0.09%
34,459
-4,148
177
$2.19M 0.09%
51,560
-33,368
178
$2.19M 0.09%
43,624
-17,909
179
$2.15M 0.09%
14,143
-1,241
180
$2.05M 0.09%
27,288
-5,546
181
$1.98M 0.08%
19,155
-310
182
$1.97M 0.08%
47,000
183
$1.96M 0.08%
39,116
+4,121
184
$1.95M 0.08%
22,546
-1,417
185
$1.9M 0.08%
78,354
+17,752
186
$1.89M 0.08%
20,398
-735
187
$1.85M 0.08%
47,920
+13,423
188
$1.82M 0.08%
19,106
-1,060
189
$1.8M 0.07%
28,817
-2,302
190
$1.76M 0.07%
16,974
-729
191
$1.74M 0.07%
20,332
+900
192
$1.74M 0.07%
33,114
-539
193
$1.72M 0.07%
130,581
-27,304
194
$1.71M 0.07%
23,273
-23,819
195
$1.71M 0.07%
35,801
-2,527
196
$1.71M 0.07%
34,553
+1,028
197
$1.69M 0.07%
23,169
-1,320
198
$1.69M 0.07%
9,521
-62
199
$1.68M 0.07%
199,500
-22,500
200
$1.67M 0.07%
52,597
+1,470
6 7
8
9 10