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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
176
$22.4K ﹤0.01%
554
+81
177
$22.3K ﹤0.01%
224
+33
178
$22K ﹤0.01%
1,090
+160
179
$21.4K ﹤0.01%
181,659
+1,800
180
$21.1K ﹤0.01%
381
+56
181
$21K ﹤0.01%
984
+144
182
$21K ﹤0.01%
1,846
+271
183
$21K ﹤0.01%
2,406
+353
184
$20.8K ﹤0.01%
172
+25
185
$20.7K ﹤0.01%
101
+20
186
$20.7K ﹤0.01%
460
+68
187
$20.5K ﹤0.01%
65
+9
188
$20.3K ﹤0.01%
1,500
-1,000
189
$20.2K ﹤0.01%
775
+114
190
$20.2K ﹤0.01%
405
+60
191
$20.1K ﹤0.01%
1,571
+230
192
$19.4K ﹤0.01%
584
+86
193
$19.4K ﹤0.01%
116
-4,520
194
$18.9K ﹤0.01%
601
+88
195
$18K ﹤0.01%
1,663
+244
196
$17.7K ﹤0.01%
392
+57
197
$17.5K ﹤0.01%
209
-25,306
198
$16.3K ﹤0.01%
101
+26
199
$16.2K ﹤0.01%
+250
200
$16.1K ﹤0.01%
130
+33
6 7
8
9 10