We are live on ! Find out more
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
201
$16K ﹤0.01%
+300
202
$15.6K ﹤0.01%
130
-13,480
203
$15.2K ﹤0.01%
46
+12
204
$14.5K ﹤0.01%
41
-4,150
205
$14K ﹤0.01%
+1,750
206
$14K ﹤0.01%
+325
207
$13.2K ﹤0.01%
+1,500
208
$13.1K ﹤0.01%
+650
209
$13K ﹤0.01%
92
+24
210
$12.8K ﹤0.01%
26
+7
211
$12.6K ﹤0.01%
+150
212
$11.6K ﹤0.01%
63
+16
213
$11.2K ﹤0.01%
23
+6
214
$11K ﹤0.01%
60
+15
215
$10.9K ﹤0.01%
16
+4
216
$10.7K ﹤0.01%
45
+11
217
$10K ﹤0.01%
+100
218
$9.76K ﹤0.01%
270
-31,330
219
$9.37K ﹤0.01%
38
-3
220
$8.63K ﹤0.01%
8
+3
221
$8.34K ﹤0.01%
+500
222
$8.12K ﹤0.01%
+1,800
223
$8.08K ﹤0.01%
1,000
224
$8.07K ﹤0.01%
+40
225
$8.04K ﹤0.01%
1
7 8
9
10 11