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AS
Altshuler Shaham Portfolio holdings
AUM
$8.04B
1-Year Est. Return
44.04%
This Fund
S&P 500
This Quarter
Est. Return
+6.46%
1 Year Est. Return
+44.04%
3 Year Est. Return
+108.34%
5 Year Est. Return
+71.14%
10 Year Est. Return
–
AUM
$705M
AUM Growth
–
Cap. Flow
+$680M
Cap. Flow
% of AUM
96.44%
Top 10 Holdings %
Top 10 Hldgs %
81.76%
Holding
162
New
161
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Simon Property Group
SPG
|
+$206M |
| 2 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$84.9M |
| 3 |
GZT
Gazit-globe Ltd
GZT
|
+$72.8M |
| 4 |
Centene
CNC
|
+$52.7M |
| 5 |
Alibaba
BABA
|
+$41.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Real Estate | 42.31% |
| 2 | Industrials | 14.34% |
| 3 | Healthcare | 11.16% |
| 4 | Consumer Discretionary | 7.93% |
| 5 | Technology | 4.57% |
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Altshuler Shaham's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Altshuler Shaham, which disclosed 162 positions worth $705M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is Simon Property Group: 1,266,222 shares worth $217M.
By sector, the portfolio is most concentrated in Real Estate at 42% of assets, followed by Industrials and Healthcare.
- Altshuler Shaham's largest Q4 2017 buy was Simon Property Group: 1,266,222 shares worth $217M.
- Altshuler Shaham's ten largest holdings make up 82% of its $705M portfolio in Q4 2017.
- Altshuler Shaham disclosed 162 positions in Q4 2017, its first 13F filing on record.
Based on Altshuler Shaham's 13F filing for Q4 2017, filed 14 May 2018.