BHB

Bank Hapoalim BM Portfolio holdings

AUM $733M
1-Year Est. Return 15.95%
This Quarter Est. Return
1 Year Est. Return
+15.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$3.08M
3
+$2.94M
4
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$2.86M
5
PYPL icon
PayPal
PYPL
+$2.56M

Top Sells

1
+$5.71M
2
+$3.89M
3
+$3.73M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.05M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$1.89M

Sector Composition

1 Technology 11.01%
2 Consumer Discretionary 6.06%
3 Financials 5.15%
4 Healthcare 4.48%
5 Real Estate 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 5.17%
949,687
+920,150
2
$21.8M 5.12%
292,841
-16,214
3
$19.7M 4.62%
83,370
+5,514
4
$19M 4.46%
509,388
-15,056
5
$17.4M 4.1%
1,700,000
6
$13.7M 3.22%
80,000
7
$11.5M 2.7%
400,000
8
$10.9M 2.57%
640,451
9
$10.9M 2.56%
300,000
10
$10.4M 2.45%
200,000
11
$9.27M 2.18%
173,859
-6,009
12
$9.13M 2.15%
108,869
-998
13
$8.34M 1.96%
62,997
-12,270
14
$7.89M 1.85%
332,469
+30,465
15
$6.35M 1.49%
61,852
-4,066
16
$6.09M 1.43%
146,740
+13,380
17
$6.05M 1.42%
168,336
+85,844
18
$5.93M 1.39%
162,990
+2,205
19
– –
0
20
$5.44M 1.28%
90,000
21
$5.42M 1.27%
107,083
-4,910
22
$5.19M 1.22%
95,087
-19,794
23
$4.58M 1.08%
169,004
-13,290
24
$4.58M 1.08%
52,182
-8,742
25
$4.49M 1.06%
50,571
+3,428
1
2 3 4 5