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
276
$88K ﹤0.01%
202
-39
277
$88K ﹤0.01%
+1,172
278
$88K ﹤0.01%
+3,386
279
$87K ﹤0.01%
461
-1,143
280
$86K ﹤0.01%
3,693
-1,841
281
$86K ﹤0.01%
1,480
-371
282
$86K ﹤0.01%
4,380
+1,841
283
$84K ﹤0.01%
+1,697
284
$83K ﹤0.01%
+995
285
$83K ﹤0.01%
550
-123
286
$82K ﹤0.01%
383
-109
287
$80K ﹤0.01%
1,392
-635
288
$80K ﹤0.01%
+1,321
289
$80K ﹤0.01%
+2,494
290
$79K ﹤0.01%
250
-88
291
$79K ﹤0.01%
225
-32
292
$79K ﹤0.01%
261
-504
293
$79K ﹤0.01%
321
+11
294
$79K ﹤0.01%
+1,008
295
$79K ﹤0.01%
+2,253
296
$76K ﹤0.01%
+3,895
297
$76K ﹤0.01%
1,184
-640
298
$75K ﹤0.01%
+1,773
299
$75K ﹤0.01%
296
-277
300
$74K ﹤0.01%
3,000
-800
10 11
12
13 14