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
76
$2.8M 0.29%
30,950
-14,531
77
$2.55M 0.27%
23,406
-7,612
78
$2.53M 0.26%
8,848
-1,200
79
$2.45M 0.25%
+24,719
80
$2.38M 0.25%
92,129
+2,012
81
$2.35M 0.24%
30,706
-171
82
$2.31M 0.24%
58,795
+17,745
83
$2.25M 0.23%
17,006
+5,006
84
$2.19M 0.23%
26,731
+1,570
85
$2.17M 0.23%
31,558
+11,136
86
$2.16M 0.22%
16,190
+1,095
87
– –
0
88
$2.1M 0.22%
22,295
+6,765
89
$2.06M 0.21%
2,701
-638
90
$2.02M 0.21%
14,540
-1,220
91
$1.98M 0.21%
69,160
+9,855
92
$1.96M 0.2%
9,546
-2,795
93
$1.93M 0.2%
28,460
+1,365
94
$1.8M 0.19%
5,036
-745
95
$1.62M 0.17%
2,790
96
$1.61M 0.17%
36,085
-10,617
97
$1.6M 0.17%
17,639
+4,206
98
$1.48M 0.15%
+18,440
99
$1.48M 0.15%
26,561
-3,430
100
$1.48M 0.15%
35,824
-6,072
2 3
4
5 6