AS
Altshuler Shaham Portfolio holdings
AUM
$3.14B
1-Year Return
24.55%
This Quarter Return
+2.81%
1 Year Return
+24.55%
3 Year Return
+51.84%
5 Year Return
+71.45%
10 Year Return
–
AUM
$1.19B
AUM Growth
+$438M
(+58%)
Cap. Flow
+$423M
Cap. Flow
% of AUM
35.47%
Top 10 Holdings %
Top 10 Hldgs %
71.06%
Holding
272
New
61
Increased
54
Reduced
55
Closed
49
Top Buys
| 1 |
Check Point Software Technologies
CHKP
|
$104M |
| 2 |
Baidu
BIDU
|
$76.6M |
| 3 |
Alibaba
BABA
|
$71.1M |
| 4 |
Fortinet
FTNT
|
$66.6M |
| 5 |
Palo Alto Networks
PANW
|
$65M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$123M |
| 2 |
SODA
SodaStream International Ltd
SODA
|
$6.23M |
| 3 |
Starbucks
SBUX
|
$3.82M |
| 4 |
Invesco QQQ Trust
QQQ
|
$2.47M |
| 5 |
Ecolab
ECL
|
$2.43M |
Sector Composition
| 1 | Technology | 28.02% |
| 2 | Industrials | 20.29% |
| 3 | Consumer Discretionary | 15.85% |
| 4 | Communication Services | 11.58% |
| 5 | Healthcare | 8.45% |
