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
$2.5B
AUM Growth
-$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$175M
2
+$172M
3
+$171M
4
JPM icon
JPMorgan Chase
JPM
+$157M
5
ICL icon
ICL Group
ICL
+$132M

Top Sells

1
+$654M
2
+$450M
3
+$422M
4
DE icon
Deere & Co
DE
+$421M
5
HD icon
Home Depot
HD
+$385M

Sector Composition

1 Financials 42.44%
2 Materials 18.49%
3 Technology 15.23%
4 Industrials 13.02%
5 Utilities 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K ﹤0.01%
1,208
-142
152
$102K ﹤0.01%
+1,287
153
$102K ﹤0.01%
308
-134
154
$101K ﹤0.01%
+2,313
155
$101K ﹤0.01%
1,404
-2,034
156
$101K ﹤0.01%
2,980
+2,887
157
$101K ﹤0.01%
+962
158
$98.5K ﹤0.01%
+4,768
159
$98.5K ﹤0.01%
+126
160
$98.4K ﹤0.01%
917
-159
161
$97K ﹤0.01%
2,884
-548
162
$97K ﹤0.01%
559
-293
163
$96.4K ﹤0.01%
731
-487
164
$94.6K ﹤0.01%
2,589
-976
165
$94.6K ﹤0.01%
4,000
166
$88.3K ﹤0.01%
971
-8
167
$80.2K ﹤0.01%
3,582
+1,287
168
$77.3K ﹤0.01%
3,585
+932
169
$75.2K ﹤0.01%
4,000
+1,000
170
$71.3K ﹤0.01%
430
+221
171
$70.8K ﹤0.01%
+267
172
$67.1K ﹤0.01%
3,607
-441
173
$65.7K ﹤0.01%
507
-26
174
$65.4K ﹤0.01%
800
+486
175
$63.8K ﹤0.01%
1,572
+695
5 6
7
8 9