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
$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
451
$32K ﹤0.01%
+880
452
$31K ﹤0.01%
1,148
+86
453
$31K ﹤0.01%
221
+10
454
$27K ﹤0.01%
627
+28
455
$8K ﹤0.01%
+144
456
$8K ﹤0.01%
504
-80
457
$8K ﹤0.01%
+399
458
$8K ﹤0.01%
291
-105
459
$7K ﹤0.01%
+104
460
$7K ﹤0.01%
+20
461
$7K ﹤0.01%
+115
462
$7K ﹤0.01%
106
-7
463
$6K ﹤0.01%
+128
464
$6K ﹤0.01%
+96
465
$6K ﹤0.01%
37
-7
466
$6K ﹤0.01%
+100
467
$6K ﹤0.01%
+113
468
$6K ﹤0.01%
+28
469
$6K ﹤0.01%
+59
470
$6K ﹤0.01%
+24
471
$6K ﹤0.01%
+56
472
$6K ﹤0.01%
+33
473
$6K ﹤0.01%
+210
474
$6K ﹤0.01%
+35
475
$6K ﹤0.01%
+40
17 18
19
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