Bank Hapoalim BM Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI ACWI ETF
ACWI
|
+$22.4M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$19.9M |
| 3 |
Vanguard Total World Stock ETF
VT
|
+$19M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$14.3M |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$14.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Cloud Computing ETF
SKYY
|
+$19.7M |
| 2 |
iShares US Consumer Staples ETF
IYK
|
+$19.6M |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$17.6M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$16.7M |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$16.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.2% |
| 2 | Financials | 6.03% |
| 3 | Communication Services | 5.3% |
| 4 | Consumer Discretionary | 4.67% |
| 5 | Healthcare | 3.07% |
Similar funds
Bank Hapoalim BM's Q1 2021 Portfolio in Review
As of Q1 2021, Bank Hapoalim BM held 248 positions worth $788M, up 8.9% from $723M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Bank Hapoalim BM deployed $37.5M of net new capital in Q1 2021, opening 48 new positions and adding to 58 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 37,000 shares worth $14.7M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was First Trust Cloud Computing ETF, an estimated $19.7M trimmed.
- Bank Hapoalim BM's largest Q1 2021 buy was iShares Core S&P 500 ETF: 37,000 shares worth $14.7M.
- Bank Hapoalim BM added most to iShares MSCI ACWI ETF in Q1 2021, an estimated $22.4M increase.
- Bank Hapoalim BM's biggest Q1 2021 reduction was First Trust Cloud Computing ETF, cutting an estimated $19.7M.
- Bank Hapoalim BM fully exited iShares US Consumer Staples ETF in Q1 2021, selling an estimated $19.6M.
- Bank Hapoalim BM's ten largest holdings make up 32% of its $788M portfolio in Q1 2021.
- Bank Hapoalim BM opened 48 new positions and closed 17 in Q1 2021.
- Bank Hapoalim BM's portfolio value rose 8.9% quarter-over-quarter to $788M.
Based on Bank Hapoalim BM's 13F filing for Q1 2021, filed 26 Apr 2021.