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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
301
$3.89K ﹤0.01%
+1,000
302
$3.87K ﹤0.01%
+59
303
$3.85K ﹤0.01%
+119
304
$3.85K ﹤0.01%
45
-3,455
305
$3.81K ﹤0.01%
8
-1
306
$3.81K ﹤0.01%
4
307
$3.77K ﹤0.01%
102
+12
308
$3.76K ﹤0.01%
+112
309
$3.72K ﹤0.01%
48
+11
310
$3.68K ﹤0.01%
3
-1
311
$3.62K ﹤0.01%
11
312
$3.58K ﹤0.01%
+2,000
313
$3.46K ﹤0.01%
+25
314
$3.29K ﹤0.01%
473
315
$3.26K ﹤0.01%
30
+6
316
$3.07K ﹤0.01%
+14
317
$2.86K ﹤0.01%
+34
318
$2.83K ﹤0.01%
+20
319
$2.81K ﹤0.01%
+8
320
$2.75K ﹤0.01%
+135
321
$2.71K ﹤0.01%
11
-1,866
322
$2.58K ﹤0.01%
+10
323
$2.58K ﹤0.01%
+8
324
$2.54K ﹤0.01%
8
-6
325
$2.5K ﹤0.01%
+11
11 12
13
14 15