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
$375M
AUM Growth
-$49.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$2.91M
3
+$2.21M
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.9M
5
PKB icon
Invesco Building & Construction ETF
PKB
+$1.76M

Top Sells

1
+$25.1M
2
+$11.5M
3
+$5.93M
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$4.75M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.41M

Sector Composition

1 Consumer Discretionary 5.52%
2 Technology 5.36%
3 Financials 4.68%
4 Healthcare 4.52%
5 Real Estate 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.76M 0.47%
+63,000
52
$1.69M 0.45%
48,913
-1,710
53
$1.66M 0.44%
20,103
-16,254
54
$1.65M 0.44%
30,475
+25,200
55
$1.62M 0.43%
74,015
-13,655
56
$1.56M 0.42%
11,145
-1,550
57
$1.54M 0.41%
10,150
-941
58
– –
0
59
$1.47M 0.39%
33,868
+21,830
60
$1.43M 0.38%
26,730
+15,045
61
– –
0
62
$1.4M 0.37%
52,788
-2,260
63
$1.4M 0.37%
12,360
64
$1.34M 0.36%
41,883
+12,743
65
$1.34M 0.36%
40,014
-1,493
66
$1.26M 0.34%
+17,972
67
$1.25M 0.33%
14,217
+2,233
68
$1.21M 0.32%
14,434
-439
69
$1.2M 0.32%
39,156
-4,638
70
$1.15M 0.31%
14,410
+1,330
71
$1.14M 0.31%
18,363
+7,261
72
$1.12M 0.3%
39,900
-5,880
73
$1.09M 0.29%
10,875
-9,347
74
$1.08M 0.29%
41,918
-1,425
75
$1.07M 0.29%
9,302
-2,016
1 2
3
4 5