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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
$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
426
$1K ﹤0.01%
4
427
$1K ﹤0.01%
6
428
$1K ﹤0.01%
29
429
$1K ﹤0.01%
24
430
$1K ﹤0.01%
4
431
$1K ﹤0.01%
9
432
$1K ﹤0.01%
6
433
$1K ﹤0.01%
29
434
$1K ﹤0.01%
32
435
– –
-678
436
$0 ﹤0.01%
10
437
$0 ﹤0.01%
16
438
$0 ﹤0.01%
6
439
$0 ﹤0.01%
11
440
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16
441
– –
-270
442
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443
– –
-4,700
444
– –
-831
445
– –
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446
– –
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447
– –
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448
– –
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449
– –
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450
– –
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16 17
18
19 20