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
51
$5.06M 0.53%
49,134
-5,697
52
– –
0
53
$4.79M 0.5%
18,810
-510
54
$4.59M 0.48%
81,855
+66,742
55
$4.49M 0.47%
35,986
+12,344
56
$4.47M 0.47%
12,671
-1,292
57
$4.35M 0.45%
150,000
+123,775
58
$4.18M 0.44%
18,794
+3,943
59
$3.93M 0.41%
+96,153
60
$3.83M 0.4%
25,075
+15,349
61
$3.69M 0.38%
95,357
+16,514
62
$3.52M 0.37%
70,878
-82,440
63
$3.44M 0.36%
6,183
-2,912
64
$3.32M 0.35%
28,681
-564
65
$3.31M 0.34%
24,299
-901
66
$3.29M 0.34%
11,099
+7,010
67
$3.27M 0.34%
15,428
+5,525
68
$3.27M 0.34%
15,400
+979
69
$3.27M 0.34%
6,407
+2,559
70
$3.15M 0.33%
18,345
+12,961
71
– –
0
72
$2.97M 0.31%
12,317
-4,567
73
$2.89M 0.3%
21,056
-6,157
74
$2.88M 0.3%
25,749
-8,320
75
$2.85M 0.3%
4,272
+254
1 2
3
4 5