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AS

Altshuler Shaham Portfolio holdings

AUM $5.43B
1-Year Est. Return 44.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.04B
AUM Growth
+$2.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$260M
3
+$246M
4
CSCO icon
Cisco
CSCO
+$233M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$168M

Top Sells

1
+$398M
2
+$148M
3
+$53.3M
4
UPB
Upstream Bio Inc
UPB
+$30.7M
5
GEV icon
GE Vernova
GEV
+$8.81M

Sector Composition

1 Technology 46.53%
2 Communication Services 12.19%
3 Consumer Discretionary 11.62%
4 Industrials 7.27%
5 Financials 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.9K ﹤0.01%
839
+431
152
$36K ﹤0.01%
599,992
153
$32.9K ﹤0.01%
1,435
+211
154
$29.6K ﹤0.01%
11,211
-643
155
$28.9K ﹤0.01%
300
-5,219
156
$28K ﹤0.01%
1,155
+170
157
$27.6K ﹤0.01%
422
+62
158
$27.1K ﹤0.01%
314
+46
159
$27K ﹤0.01%
12,142
160
$26.8K ﹤0.01%
2,035
+299
161
$26.5K ﹤0.01%
434
+64
162
$26.4K ﹤0.01%
205
+30
163
$26.2K ﹤0.01%
139
+20
164
$25.4K ﹤0.01%
1,034
+152
165
$25.4K ﹤0.01%
358
+53
166
$24.7K ﹤0.01%
125
+18
167
$24.6K ﹤0.01%
184
+30
168
$24.5K ﹤0.01%
325
+47
169
$23.7K ﹤0.01%
188
+28
170
$23.2K ﹤0.01%
365
+54
171
$23K ﹤0.01%
656
+97
172
$22.9K ﹤0.01%
157
+64
173
$22.6K ﹤0.01%
400
+59
174
$22.4K ﹤0.01%
270
+40
175
$22.4K ﹤0.01%
647
+95
5 6
7
8 9