AS
Altshuler Shaham Portfolio holdings
AUM
$3.14B
1-Year Return
24.55%
This Quarter Return
+0.74%
1 Year Return
+24.55%
3 Year Return
+51.84%
5 Year Return
+71.45%
10 Year Return
–
AUM
$4.56B
AUM Growth
+$2.06B
(+83%)
Cap. Flow
+$2.05B
Cap. Flow
% of AUM
45.03%
Top 10 Holdings %
Top 10 Hldgs %
72.58%
Holding
523
New
73
Increased
92
Reduced
137
Closed
160
Top Buys
| 1 |
Exxon Mobil
XOM
|
$394M |
| 2 |
Chevron
CVX
|
$390M |
| 3 |
Microsoft
MSFT
|
$296M |
| 4 |
BP
BP
|
$241M |
| 5 |
Pfizer
PFE
|
$186M |
Top Sells
| 1 |
Elbit Systems
ESLT
|
$65.8M |
| 2 |
ZIM Integrated Shipping Services
ZIM
|
$60.4M |
| 3 |
Sony
SONY
|
$6.67M |
| 4 |
Perion Network
PERI
|
$3.29M |
| 5 |
Tower Semiconductor
TSEM
|
$3.17M |
Sector Composition
| 1 | Financials | 25.77% |
| 2 | Energy | 22.51% |
| 3 | Technology | 19.63% |
| 4 | Materials | 9.51% |
| 5 | Industrials | 7.78% |
