AS
Altshuler Shaham Portfolio holdings
AUM
$3.14B
1-Year Return
24.55%
This Quarter Return
+8.69%
1 Year Return
+24.55%
3 Year Return
+51.84%
5 Year Return
+71.45%
10 Year Return
–
AUM
$13.4B
AUM Growth
+$3.68B
(+38%)
Cap. Flow
+$2.83B
Cap. Flow
% of AUM
21.1%
Top 10 Holdings %
Top 10 Hldgs %
62.09%
Holding
768
New
329
Increased
131
Reduced
103
Closed
165
Top Buys
| 1 |
TSMC
TSM
|
$338M |
| 2 |
Microsoft
MSFT
|
$303M |
| 3 |
Alibaba
BABA
|
$301M |
| 4 |
Apple
AAPL
|
$214M |
| 5 |
Amazon
AMZN
|
$151M |
Top Sells
| 1 |
Global X Cybersecurity ETF
BUG
|
$581M |
| 2 |
Open Text
OTEX
|
$60.3M |
| 3 |
iShares MSCI ACWI ETF
ACWI
|
$5.94M |
| 4 |
Nova
NVMI
|
$5.57M |
| 5 |
Synchrony
SYF
|
$3.9M |
Sector Composition
| 1 | Technology | 43.36% |
| 2 | Consumer Discretionary | 13.36% |
| 3 | Communication Services | 11.23% |
| 4 | Financials | 9.42% |
| 5 | Consumer Staples | 6.11% |
