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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
326
$2.47K ﹤0.01%
+5
327
$2.42K ﹤0.01%
+5
328
$2.4K ﹤0.01%
8
-1,892
329
$2.29K ﹤0.01%
5
-5
330
$2.17K ﹤0.01%
+9
331
$2K ﹤0.01%
+4
332
$1.95K ﹤0.01%
+29
333
$1.86K ﹤0.01%
9
-5,991
334
$1.76K ﹤0.01%
+11
335
$1.69K ﹤0.01%
1,132
-21,339
336
$1.24K ﹤0.01%
+7
337
$1.07K ﹤0.01%
13
-32
338
$1.02K ﹤0.01%
66,666
339
$856 ﹤0.01%
+750
340
$715 ﹤0.01%
+20
341
$663 ﹤0.01%
+14
342
$638 ﹤0.01%
220
343
$519 ﹤0.01%
+28
344
– –
-9,100
345
– –
-131
346
– –
-6,000
347
– –
0
348
– –
-2,100
349
– –
-7
350
– –
0
12 13
14
15 16