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
$690M
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$31M
3
+$15.2M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$13.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$13.4M

Top Sells

1
+$13.8M
2
+$13.7M
3
+$8.41M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.4M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$7.35M

Sector Composition

1 Technology 11.1%
2 Healthcare 3.45%
3 Communication Services 2.72%
4 Consumer Discretionary 1.61%
5 Financials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.79M 1.13%
40,929
+12,252
27
$7.62M 1.1%
85,000
28
$7.58M 1.1%
164,725
-101,275
29
$7.55M 1.09%
33,122
-423
30
$7.13M 1.03%
36,084
-1,624
31
– –
0
32
$6.35M 0.92%
23,672
-463
33
$6.34M 0.92%
28,533
-7,510
34
$5.71M 0.83%
92,577
-6,830
35
$5.65M 0.82%
43,116
-2,385
36
$5.48M 0.79%
74,242
-1,490
37
$4.78M 0.69%
20,618
-787
38
$4.69M 0.68%
19,108
-763
39
– –
0
40
$4.14M 0.6%
109,870
-1,645
41
$3.65M 0.53%
17,417
-185
42
$3.63M 0.53%
57,680
-13,729
43
$3.61M 0.52%
39,235
+15,242
44
$3.57M 0.52%
4,483
-70
45
$3.05M 0.44%
4,598
+2,446
46
$2.96M 0.43%
116,618
-2,500
47
$2.65M 0.38%
3,214
-116
48
$2.42M 0.35%
15,734
-3,782
49
$2.4M 0.35%
26,754
+6,420
50
$2.39M 0.35%
4,142
-53
1
2
3 4 5