AS

Altshuler Shaham Portfolio holdings

AUM $6.04B
1-Year Est. Return 40.02%
This Quarter Est. Return
1 Year Est. Return
+40.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$5.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$2.46B
2
+$2.32B
3
+$1.19B
4
SMH icon
VanEck Semiconductor ETF
SMH
+$699M
5
FTNT icon
Fortinet
FTNT
+$684M

Top Sells

1
+$1.11B
2
+$237M
3
+$222M
4
JPM icon
JPMorgan Chase
JPM
+$204M
5
COPX icon
Global X Copper Miners ETF NEW
COPX
+$159M

Sector Composition

1 Technology 16.61%
2 Financials 4.63%
3 Industrials 2.96%
4 Consumer Discretionary 1.21%
5 Consumer Staples 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$43K ﹤0.01%
885
-317
377
$43K ﹤0.01%
824
-18
378
$42K ﹤0.01%
+730
379
$42K ﹤0.01%
+870
380
$42K ﹤0.01%
365
-473
381
$42K ﹤0.01%
195
-25
382
$42K ﹤0.01%
103
-185
383
$42K ﹤0.01%
1,197
+54
384
$41K ﹤0.01%
219
+9
385
$41K ﹤0.01%
4,965
-1,797
386
$41K ﹤0.01%
1,394
-172
387
$41K ﹤0.01%
1,518
+68
388
$41K ﹤0.01%
+435
389
$41K ﹤0.01%
+538
390
$41K ﹤0.01%
+1,273
391
$41K ﹤0.01%
+185
392
$41K ﹤0.01%
+1,837
393
$41K ﹤0.01%
+1,276
394
$40K ﹤0.01%
2,838
+127
395
$40K ﹤0.01%
+515
396
$40K ﹤0.01%
+900
397
$40K ﹤0.01%
79
-18
398
$40K ﹤0.01%
+380
399
$40K ﹤0.01%
256
-31
400
$40K ﹤0.01%
454
+21
14 15
16
17 18