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
126
$1.03M 0.11%
7,645
-588
127
– –
0
128
$988K 0.1%
1,672
-99
129
$954K 0.1%
10,916
-2,927
130
$933K 0.1%
2,401
+318
131
$914K 0.1%
100,000
+86,500
132
$906K 0.09%
+8,686
133
$885K 0.09%
2,006
+523
134
$882K 0.09%
11,061
+2,105
135
$878K 0.09%
6,672
-1,022
136
$858K 0.09%
11,014
-637
137
$854K 0.09%
5,601
-1,196
138
$849K 0.09%
2,448
-3,414
139
$842K 0.09%
4,331
+270
140
$836K 0.09%
59,403
+31,110
141
$798K 0.08%
146,190
-50,000
142
$793K 0.08%
5,878
+2,874
143
$788K 0.08%
7,211
-380
144
$763K 0.08%
13,047
-10,074
145
$754K 0.08%
3,517
-178
146
$664K 0.07%
6,558
-746
147
$655K 0.07%
6,131
-2,238
148
$618K 0.06%
5,250
-2,015
149
– –
0
150
$580K 0.06%
1,272
-1,580
4 5
6
7 8