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
51
$2.37M 0.34%
11,920
-90
52
$2.28M 0.33%
13,495
-115
53
$2.26M 0.33%
14,058
-412
54
$2.21M 0.32%
30,460
+2,120
55
$2.19M 0.32%
8,293
-618
56
$2.01M 0.29%
4,789
+7
57
$1.97M 0.29%
3,705
-743
58
$1.86M 0.27%
16,086
+560
59
$1.71M 0.25%
4,880
-311
60
$1.61M 0.23%
34,690
+360
61
$1.59M 0.23%
14,686
-940
62
$1.56M 0.23%
22,535
+13,925
63
– –
0
64
$1.53M 0.22%
+16,835
65
$1.52M 0.22%
+12,444
66
$1.44M 0.21%
9,322
+77
67
– –
0
68
$1.23M 0.18%
20,452
-10,086
69
$1.23M 0.18%
8,772
-3,183
70
$1.1M 0.16%
8,260
-750
71
$1.05M 0.15%
46,094
-16,148
72
– –
0
73
$909K 0.13%
2,911
-1,960
74
$815K 0.12%
79,128
-5,531
75
$802K 0.12%
1,531
-212
1 2
3
4 5