AS

Altshuler Shaham Portfolio holdings

AUM $6.55B
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$226M
3
+$218M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$182M
5
SYF icon
Synchrony
SYF
+$113M

Top Sells

1
+$240M
2
+$208M
3
+$202M
4
SPG icon
Simon Property Group
SPG
+$146M
5
FTNT icon
Fortinet
FTNT
+$107M

Sector Composition

1 Financials 29.15%
2 Technology 17.39%
3 Consumer Discretionary 7.74%
4 Industrials 7.59%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K ﹤0.01%
227
-49
227
$22K ﹤0.01%
132
+5
228
$22K ﹤0.01%
106
-66
229
$22K ﹤0.01%
235
+134
230
$22K ﹤0.01%
375
+365
231
$20K ﹤0.01%
+185
232
$20K ﹤0.01%
1,069
+355
233
$20K ﹤0.01%
+266
234
$20K ﹤0.01%
107
+104
235
$20K ﹤0.01%
270
+7
236
$19K ﹤0.01%
129
+97
237
$18K ﹤0.01%
+2,527
238
$18K ﹤0.01%
2,439
+1,020
239
$18K ﹤0.01%
70
-272
240
$17K ﹤0.01%
+172
241
$16K ﹤0.01%
53
-3
242
$16K ﹤0.01%
70
-10
243
$16K ﹤0.01%
96
244
$16K ﹤0.01%
+103
245
$16K ﹤0.01%
+363
246
$15K ﹤0.01%
83
-1
247
$15K ﹤0.01%
+137
248
$15K ﹤0.01%
233
-7
249
$15K ﹤0.01%
115
-11
250
$15K ﹤0.01%
+387
8 9
10
11 12