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AS

Altshuler Shaham Portfolio holdings

AUM $5.43B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.04B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$260M
3
+$246M
4
CSCO icon
Cisco
CSCO
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$168M

Top Sells

1
+$398M
2
+$148M
3
+$53.3M
4
UPB
Upstream Bio Inc
UPB
+$30.7M
5
GEV icon
GE Vernova
GEV
+$8.81M

Sector Composition

1 Technology 46.53%
2 Communication Services 12.19%
3 Consumer Discretionary 11.62%
4 Industrials 7.27%
5 Financials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.26K ﹤0.01%
+300
227
$7.08K ﹤0.01%
+250
228
$6.81K ﹤0.01%
12
+5
229
$5.29K ﹤0.01%
8
-2
230
$5.1K ﹤0.01%
+43
231
$5.05K ﹤0.01%
3,044
232
$4.98K ﹤0.01%
+250
233
$4.92K ﹤0.01%
8
-2
234
$4.9K ﹤0.01%
59
235
$4.86K ﹤0.01%
519
236
$4.77K ﹤0.01%
+12
237
$4.71K ﹤0.01%
114
+16
238
$4.63K ﹤0.01%
+9
239
$4.6K ﹤0.01%
+5
240
$4.57K ﹤0.01%
70
-19
241
$4.53K ﹤0.01%
+14
242
$4.51K ﹤0.01%
+52
243
$4.49K ﹤0.01%
+78
244
$4.47K ﹤0.01%
7
-1
245
$4.46K ﹤0.01%
+488
246
$4.43K ﹤0.01%
+119
247
$4.42K ﹤0.01%
41
-4
248
$4.41K ﹤0.01%
29
249
$4.41K ﹤0.01%
75
+4
250
$4.39K ﹤0.01%
56
-2
8 9
10
11 12