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
$996M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$15.6M
3
+$12.5M
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$8.26M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$4.65M

Top Sells

1
+$16.2M
2
+$15.9M
3
+$14.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.84M
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$8.78M

Sector Composition

1 Technology 14.9%
2 Financials 4.64%
3 Communication Services 4.25%
4 Healthcare 3.86%
5 Consumer Discretionary 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.8M 4.5%
423,819
+207,167
2
$40.8M 4.09%
379,295
-4,473
3
$38M 3.81%
79,954
-688
4
$36.8M 3.69%
720,322
5
$30.3M 3.04%
90,032
-3,056
6
$25.8M 2.59%
288,019
+51,955
7
$25.4M 2.55%
1,350,000
8
$25.4M 2.55%
175,680
-6,100
9
$19.8M 1.99%
542,000
-403,000
10
$18.8M 1.89%
356,412
+236,927
11
$18.5M 1.86%
65,913
-2,130
12
$18M 1.8%
99,438
+16,134
13
$17.1M 1.72%
259,967
+29,888
14
$17M 1.71%
305,000
+147,900
15
$16.8M 1.69%
157,100
16
$16M 1.61%
168,887
-171,113
17
$15.7M 1.57%
88,320
-1,958
18
$15.6M 1.56%
+219,700
19
$15.5M 1.56%
267,095
-1,105
20
$14.5M 1.46%
748,000
21
$14.1M 1.41%
35,331
+2,428
22
$13.6M 1.36%
31,096
+7,350
23
$13.4M 1.34%
226,745
+18,284
24
$13.2M 1.32%
124,000
25
$13M 1.31%
92,272
-12,503
1
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