IDBONY
Israel Discount Bank of New York Portfolio holdings
AUM $26.3M
1-Year Return
8.5%
This Quarter Return
-0.09%
1 Year Return
+8.5%
3 Year Return
+37.58%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$5.9M
(+4.1%)
Cap. Flow
+$6.64M
Cap. Flow
% of AUM
4.42%
Top 10 Holdings %
Top 10 Hldgs %
51.17%
Holding
420
New
4
Increased
41
Reduced
48
Closed
8
Top Buys
Top Sells
| 1 |
TWTR
Twitter, Inc.
TWTR
|
+$385K |
| 2 |
Brown-Forman Class B
BF.B
|
+$379K |
| 3 |
Colgate-Palmolive
CL
|
+$358K |
| 4 |
UN
Unilever NV New York Registry Shares
UN
|
+$338K |
| 5 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$199K |
Sector Composition
| 1 | Financials | 7.24% |
| 2 | Healthcare | 6.15% |
| 3 | Consumer Staples | 5.41% |
| 4 | Technology | 5.38% |
| 5 | Consumer Discretionary | 4.49% |
