We are live on ! Find out more
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
251
$4.39K ﹤0.01%
20
-1
252
$4.38K ﹤0.01%
+13
253
$4.38K ﹤0.01%
16
-1
254
$4.37K ﹤0.01%
8
-1
255
$4.34K ﹤0.01%
41
-8
256
$4.34K ﹤0.01%
30
-2
257
$4.33K ﹤0.01%
59
-5
258
$4.31K ﹤0.01%
22
-5
259
$4.3K ﹤0.01%
+152
260
$4.3K ﹤0.01%
22
-4
261
$4.29K ﹤0.01%
35
-2
262
$4.29K ﹤0.01%
1
263
$4.28K ﹤0.01%
+73
264
$4.28K ﹤0.01%
+52
265
$4.28K ﹤0.01%
47
-3,206
266
$4.27K ﹤0.01%
+60
267
$4.27K ﹤0.01%
+28
268
$4.27K ﹤0.01%
+24
269
$4.25K ﹤0.01%
50
+1
270
$4.24K ﹤0.01%
8
+1
271
$4.22K ﹤0.01%
10
272
$4.19K ﹤0.01%
15
273
$4.17K ﹤0.01%
16
-1
274
$4.17K ﹤0.01%
85
-16
275
$4.16K ﹤0.01%
63
-7
9 10
11
12 13