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
$13.6B
AUM Growth
+$222M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
698
New
Increased
Reduced
Closed

Top Buys

1
+$890M
2
+$381M
3
+$330M
4
JPM icon
JPMorgan Chase
JPM
+$329M
5
WFC icon
Wells Fargo
WFC
+$309M

Top Sells

1
+$2.12B
2
+$757M
3
+$414M
4
BABA icon
Alibaba
BABA
+$322M
5
TSM icon
TSMC
TSM
+$319M

Sector Composition

1 Technology 36.3%
2 Financials 19.01%
3 Healthcare 7.36%
4 Communication Services 5.95%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$68K ﹤0.01%
+2,461
352
$68K ﹤0.01%
586
-342
353
$67K ﹤0.01%
818
+15
354
$67K ﹤0.01%
1,118
+38
355
$67K ﹤0.01%
324
+13
356
$66K ﹤0.01%
432
-69
357
$66K ﹤0.01%
684
-1,796
358
$65K ﹤0.01%
+430
359
$65K ﹤0.01%
1,084
-19
360
$65K ﹤0.01%
+219
361
$65K ﹤0.01%
+571
362
$65K ﹤0.01%
+1,014
363
$64K ﹤0.01%
765
-5,190
364
$64K ﹤0.01%
850
-16
365
$64K ﹤0.01%
2,689
-491
366
$64K ﹤0.01%
3,103
-31
367
$63K ﹤0.01%
781
-66
368
$63K ﹤0.01%
1,833
-339
369
$63K ﹤0.01%
181
-105
370
$62K ﹤0.01%
+257
371
$62K ﹤0.01%
847
-43
372
$62K ﹤0.01%
533
-90
373
$62K ﹤0.01%
459
-152
374
$61K ﹤0.01%
1,096
-235
375
$61K ﹤0.01%
+2,530
13 14
15
16 17