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
201
$52.8K ﹤0.01%
1,141
+331
202
$52.4K ﹤0.01%
2,580
+294
203
$52.4K ﹤0.01%
665
-1,645
204
$51.9K ﹤0.01%
468
-7,474
205
$51.5K ﹤0.01%
810
-2,102
206
$51.4K ﹤0.01%
+587
207
$50.5K ﹤0.01%
218
-596
208
$50.5K ﹤0.01%
757
-110
209
$49.2K ﹤0.01%
782
-39
210
$48.9K ﹤0.01%
312
+11
211
$48.8K ﹤0.01%
1,395
-700
212
$48.6K ﹤0.01%
681
-41
213
$48.4K ﹤0.01%
+830
214
$48.4K ﹤0.01%
1,357
-6
215
$48.3K ﹤0.01%
763
+75
216
$48K ﹤0.01%
408
-18
217
$47.4K ﹤0.01%
+2,852
218
$47.4K ﹤0.01%
1,103
+133
219
$47.4K ﹤0.01%
+767
220
$47.3K ﹤0.01%
153
-37
221
$47.2K ﹤0.01%
+214
222
$47.1K ﹤0.01%
311
-37
223
$47K ﹤0.01%
1,610
-11
224
$46.9K ﹤0.01%
1,119
-46
225
$46.9K ﹤0.01%
435
+2
7 8
9
10 11