BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457K
AUM Growth
-$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$46.2K
2
+$1.28K
3
+$1.19K
4
V icon
Visa
V
+$1.07K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$983

Top Sells

1
+$5.88M
2
+$4.42M
3
+$3.29M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$2.26M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.88M

Sector Composition

1 Technology 14.38%
2 Consumer Discretionary 6.24%
3 Financials 5.86%
4 Real Estate 4.28%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81K 0.4%
19,280
+1,142
52
$1.81K 0.4%
15,193
+1,225
53
$1.72K 0.38%
19,077
-64,075
54
$1.72K 0.38%
53,688
+11,802
55
$1.68K 0.37%
6,779
+976
56
$1.64K 0.36%
941
+64
57
$1.63K 0.36%
21,200
58
$1.62K 0.36%
33,987
-1,408
59
$1.54K 0.34%
51,429
-8,980
60
$1.52K 0.33%
21,262
-10,161
61
$1.49K 0.33%
36,065
+28,595
62
$1.46K 0.32%
50,400
63
$1.45K 0.32%
19,152
+8,690
64
$1.43K 0.31%
34,810
-18,190
65
$1.39K 0.3%
9,128
+6,443
66
$1.39K 0.3%
27,433
-4,030
67
$1.33K 0.29%
15,946
+7,887
68
$1.31K 0.29%
44,463
+6,000
69
$1.31K 0.29%
410
-2,920
70
$1.28K 0.28%
+30,887
71
$1.19K 0.26%
12,915
-196
72
$1.18K 0.26%
13,809
-3,931
73
$1.18K 0.26%
34,045
-5,570
74
– –
0
75
$1.05K 0.23%
27,223
-5,005
1 2
3
4 5