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
$440M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$8.08M
2
+$6.77M
3
+$5.04M
4
AAPL icon
Apple
AAPL
+$2.2M
5
CHKP icon
Check Point Software Technologies
CHKP
+$1.89M

Top Sells

1
+$17.5M
2
+$9.89M
3
+$4.66M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.44M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.72M

Sector Composition

1 Technology 14.7%
2 Consumer Discretionary 6.48%
3 Financials 5.68%
4 Healthcare 4.6%
5 Real Estate 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 6.82%
975,117
+3,910
2
$17.8M 4.05%
70,928
-10,817
3
$16.4M 3.73%
1,700,000
4
$14.8M 3.36%
80,000
5
$14.3M 3.25%
174,918
-121,061
6
$14.1M 3.2%
543,658
+195,077
7
$13.5M 3.06%
300,000
8
$13M 2.95%
400,000
9
$12.3M 2.8%
640,451
10
$11.2M 2.55%
200,000
11
$11.2M 2.55%
98,220
+16,591
12
$9.25M 2.1%
156,520
-11,414
13
$8.25M 1.88%
56,691
-3,558
14
$8.08M 1.84%
+35,000
15
$7.66M 1.74%
169,807
+150,140
16
$7.15M 1.63%
83,152
-4,937
17
$7.07M 1.61%
176,940
+18,390
18
$6.65M 1.51%
138,640
-18,620
19
$5.88M 1.34%
90,000
20
$5.71M 1.3%
148,296
+57,136
21
$4.93M 1.12%
102,480
+33,620
22
$4.91M 1.12%
46,620
+1,592
23
$4.43M 1.01%
82,074
-9,915
24
– –
0
25
$4.2M 0.95%
129,692
-3,490
1
2 3 4 5