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
101
$1.47M 0.15%
27,515
+3,351
102
$1.44M 0.15%
29,744
-2,434
103
$1.42M 0.15%
7,557
-1,482
104
$1.41M 0.15%
6,838
+1,280
105
$1.4M 0.15%
28,411
+3,025
106
$1.37M 0.14%
5,960
+2,545
107
$1.31M 0.14%
7,389
-192
108
$1.27M 0.13%
33,085
+7,190
109
$1.26M 0.13%
21,015
+4,596
110
$1.25M 0.13%
12,048
-6,942
111
$1.24M 0.13%
20,963
+1,403
112
$1.24M 0.13%
34,695
+5,753
113
$1.22M 0.13%
10,269
-740
114
$1.2M 0.13%
44,340
+24,140
115
$1.2M 0.12%
31,860
-1,595
116
$1.18M 0.12%
5,082
117
$1.15M 0.12%
+3,479
118
$1.13M 0.12%
100,100
+22,135
119
$1.11M 0.12%
20,040
-4,300
120
$1.11M 0.12%
28,120
+16,292
121
$1.09M 0.11%
7,359
-2,206
122
$1.08M 0.11%
17,643
-12,842
123
$1.06M 0.11%
3,057
+605
124
$1.05M 0.11%
10,082
-483
125
$1.03M 0.11%
13,760
-3,958
3 4
5
6 7