AS

Altshuler Shaham Portfolio holdings

AUM $3.14B
1-Year Est. Return 24.55%
This Quarter Est. Return
1 Year Est. Return
+24.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$5.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.46B
2
+$2.32B
3
+$1.19B
4
SMH icon
VanEck Semiconductor ETF
SMH
+$699M
5
FTNT icon
Fortinet
FTNT
+$684M

Top Sells

1
+$1.11B
2
+$237M
3
+$222M
4
JPM icon
JPMorgan Chase
JPM
+$204M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$159M

Sector Composition

1 Technology 16.61%
2 Financials 4.63%
3 Industrials 2.96%
4 Consumer Discretionary 1.21%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$101K ﹤0.01%
2,816
+549
252
$101K ﹤0.01%
500
-298
253
$100K ﹤0.01%
1,923
-92,544
254
$99K ﹤0.01%
1,655
+969
255
$97K ﹤0.01%
+1,226
256
$95K ﹤0.01%
+4,182
257
$95K ﹤0.01%
31,606
-175
258
$95K ﹤0.01%
69
-11
259
$94K ﹤0.01%
799
-276
260
$93K ﹤0.01%
1,208
+580
261
$92K ﹤0.01%
776
+415
262
$92K ﹤0.01%
+1,691
263
$92K ﹤0.01%
617
+281
264
$92K ﹤0.01%
1,113
+452
265
$92K ﹤0.01%
342
+159
266
$92K ﹤0.01%
+4,384
267
$91K ﹤0.01%
560
-27,160
268
$90K ﹤0.01%
455
+180
269
$90K ﹤0.01%
1,470
-1,115
270
$89K ﹤0.01%
+369
271
$89K ﹤0.01%
343
+86
272
$89K ﹤0.01%
327
-23
273
$89K ﹤0.01%
1,248
-241
274
$89K ﹤0.01%
216
-39
275
$89K ﹤0.01%
600
-555
9 10
11
12 13