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
$311M
AUM Growth
-$95.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$6.51M
3
+$6.47M
4
BABA icon
Alibaba
BABA
+$4.87M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.32M

Top Sells

1
+$9.5M
2
+$7.09M
3
+$6.59M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.77M
5
IYG icon
iShares US Financial Services ETF
IYG
+$5.71M

Sector Composition

1 Technology 15.16%
2 Financials 6.23%
3 Consumer Discretionary 6.11%
4 Communication Services 5.32%
5 Industrials 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.07%
+20,653
27
$3.21M 1.03%
68,861
+37,535
28
$3.19M 1.03%
9,907
+1,823
29
$2.91M 0.94%
24,980
-3,363
30
$2.83M 0.91%
49,994
+20,572
31
$2.73M 0.88%
65,922
-11,043
32
$2.58M 0.83%
16,007
+9,943
33
$2.44M 0.78%
28,973
-1,748
34
$2.25M 0.72%
11,916
+3,072
35
$2.12M 0.68%
73,700
-545
36
$2.03M 0.65%
68,032
+10,733
37
$2.02M 0.65%
20,705
-503
38
$1.76M 0.57%
20,867
-485
39
$1.76M 0.57%
13,645
+7,288
40
$1.76M 0.56%
50,291
+1,669
41
$1.71M 0.55%
25,134
-5,830
42
$1.69M 0.54%
505,880
-2,124,640
43
– –
0
44
$1.68M 0.54%
36,141
-7,751
45
$1.66M 0.53%
43,340
+17,090
46
$1.65M 0.53%
12,610
-3,496
47
$1.57M 0.5%
24,426
-1,996
48
$1.56M 0.5%
15,939
-18,820
49
$1.48M 0.48%
36,930
-53,540
50
$1.45M 0.47%
19,949
-157
1
2
3 4 5