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
201
$3.08M 0.04%
62,690
-3,107
202
$3.07M 0.04%
12,816
-54
203
$2.99M 0.04%
12,141
-474
204
$2.96M 0.04%
25,115
+46
205
$2.95M 0.04%
17,788
+15,339
206
$2.93M 0.04%
12,368
-190
207
$2.85M 0.04%
12,481
-7,485
208
$2.85M 0.04%
31,164
-26,316
209
$2.76M 0.04%
43,141
-13,601
210
$2.62M 0.04%
64,359
+2,452
211
$2.59M 0.04%
21,870
+3,539
212
$2.59M 0.04%
16,645
-213
213
$2.58M 0.04%
14,724
+362
214
$2.53M 0.04%
17,867
-4,294
215
$2.53M 0.04%
11,303
+507
216
$2.44M 0.03%
33,481
+1,432
217
$2.43M 0.03%
28,041
-938
218
$2.43M 0.03%
14,656
-450
219
$2.42M 0.03%
12,732
-319
220
$2.41M 0.03%
32,393
-1,359
221
$2.41M 0.03%
31,705
-103,874
222
$2.38M 0.03%
17,356
+142
223
$2.33M 0.03%
35,727
-1,113
224
$2.28M 0.03%
6,983
+13
225
$2.25M 0.03%
27,596
-27,969
7 8
9
10 11