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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
$4.07B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$338M
3
+$338M
4
CAT icon
Caterpillar
CAT
+$153M
5
HIPO icon
Hippo Holdings
HIPO
+$101M

Top Sells

1
+$557M
2
+$546M
3
+$365M
4
C icon
Citigroup
C
+$343M
5
BAC icon
Bank of America
BAC
+$333M

Sector Composition

1 Industrials 25.85%
2 Materials 12.11%
3 Financials 8.78%
4 Consumer Discretionary 8.74%
5 Technology 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4K ﹤0.01%
72
-12
427
$4K ﹤0.01%
95
-3,838
428
$4K ﹤0.01%
19
-385
429
$4K ﹤0.01%
+9
430
$4K ﹤0.01%
10
-385
431
$4K ﹤0.01%
+19
432
$4K ﹤0.01%
+12
433
$4K ﹤0.01%
44
-1
434
$4K ﹤0.01%
9
-80
435
$4K ﹤0.01%
+90
436
$4K ﹤0.01%
45
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437
$4K ﹤0.01%
29
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438
$4K ﹤0.01%
69
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439
$4K ﹤0.01%
52
-9
440
$4K ﹤0.01%
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441
$4K ﹤0.01%
8
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$4K ﹤0.01%
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443
$4K ﹤0.01%
45
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444
$4K ﹤0.01%
129
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445
– –
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446
– –
-32,000
447
– –
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448
– –
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449
– –
-100
450
– –
-147
16 17
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