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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
$4.07B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$363M
2
+$338M
3
+$338M
4
CAT icon
Caterpillar
CAT
+$153M
5
HIPO icon
Hippo Holdings
HIPO
+$101M

Top Sells

1
+$557M
2
+$546M
3
+$365M
4
C icon
Citigroup
C
+$343M
5
BAC icon
Bank of America
BAC
+$333M

Sector Composition

1 Industrials 25.85%
2 Materials 12.11%
3 Financials 8.78%
4 Consumer Discretionary 8.74%
5 Technology 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K ﹤0.01%
+260
202
$57K ﹤0.01%
+423
203
$57K ﹤0.01%
385
+185
204
$56K ﹤0.01%
843
-136
205
$56K ﹤0.01%
271
-27
206
$56K ﹤0.01%
1,707
207
$55K ﹤0.01%
199
208
$54K ﹤0.01%
3,385
-117
209
$53K ﹤0.01%
2,500
+1,000
210
$53K ﹤0.01%
224
-28
211
$53K ﹤0.01%
425
+33
212
$51K ﹤0.01%
190
-10
213
$51K ﹤0.01%
4,048
-5,460
214
$51K ﹤0.01%
426
-41
215
$51K ﹤0.01%
1,107
+994
216
$50K ﹤0.01%
603
-65
217
$50K ﹤0.01%
522
-35
218
$50K ﹤0.01%
821
+7
219
$50K ﹤0.01%
722
-104
220
$50K ﹤0.01%
+4,608
221
$49K ﹤0.01%
867
-22
222
$49K ﹤0.01%
+4,000
223
$49K ﹤0.01%
1,554
+48
224
$49K ﹤0.01%
301
-18
225
$49K ﹤0.01%
550
-60
7 8
9
10 11