AS

Altshuler Shaham Portfolio holdings

AUM $6.55B
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
-$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$239M
2
+$226M
3
+$218M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$182M
5
SYF icon
Synchrony
SYF
+$113M

Top Sells

1
+$240M
2
+$208M
3
+$202M
4
SPG icon
Simon Property Group
SPG
+$146M
5
FTNT icon
Fortinet
FTNT
+$107M

Sector Composition

1 Financials 29.15%
2 Technology 17.39%
3 Consumer Discretionary 7.74%
4 Industrials 7.59%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
147
+21
377
$3K ﹤0.01%
+32
378
$3K ﹤0.01%
56
+5
379
$3K ﹤0.01%
94
+26
380
$3K ﹤0.01%
+51
381
$2K ﹤0.01%
48
+13
382
$2K ﹤0.01%
+22
383
$1K ﹤0.01%
9
384
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6
385
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29
386
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12
387
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44
399
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400
$1K ﹤0.01%
4
14 15
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17 18