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
201
$1.61M 0.07%
35,357
-693
202
$1.59M 0.07%
30,135
+1,874
203
$1.56M 0.06%
13,899
+10,399
204
$1.56M 0.06%
6,108
-433
205
$1.55M 0.06%
15,064
+880
206
$1.52M 0.06%
21,555
-1,252
207
$1.52M 0.06%
83,947
+10,980
208
$1.49M 0.06%
12,144
-1,097
209
$1.46M 0.06%
24,453
+4,627
210
$1.46M 0.06%
32,948
-4,008
211
$1.45M 0.06%
12,733
-21,785
212
$1.44M 0.06%
6,003
+1
213
$1.43M 0.06%
26,506
+7,187
214
$1.41M 0.06%
10,598
-89
215
$1.41M 0.06%
25,545
+2,250
216
$1.35M 0.06%
18,310
-571
217
$1.35M 0.06%
25,372
+17,864
218
$1.35M 0.06%
15,641
-48
219
$1.34M 0.06%
111,930
+474
220
$1.34M 0.06%
32,622
-690
221
$1.31M 0.05%
21,612
+357
222
$1.31M 0.05%
112,316
223
$1.31M 0.05%
25,760
-2,399
224
$1.29M 0.05%
36,913
+9,478
225
$1.26M 0.05%
20,997
-32,537
7 8
9
10 11