BHB

Bank Hapoalim BM Portfolio holdings

AUM $813M
1-Year Est. Return 19.53%
This Quarter Est. Return
1 Year Est. Return
+19.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$961M
AUM Growth
-$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$20.5M
2 +$15.2M
3 +$15.1M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$15M
5
VV icon
Vanguard Large-Cap ETF
VV
+$14.8M

Top Sells

1 +$25.8M
2 +$15.6M
3 +$14.5M
4
URTH icon
iShares MSCI World ETF
URTH
+$10M
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$9.99M

Sector Composition

1 Technology 14.26%
2 Communication Services 4.05%
3 Financials 3.93%
4 Healthcare 3.71%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,419
227
-1,352
228
-50,000
229
-5,760
230
-10,925
231
-16,618
232
-8,479
233
0
234
-7,438
235
-2,005
236
-10,799
237
-11,970
238
-4,250
239
-1,992
240
-10,717
241
-9,811
242
-1,644
243
-1,319
244
-163,000
245
-10,438
246
-3,235
247
-6,295
248
-74,000
249
0
250
-6,699