IDBONY

Israel Discount Bank of New York Portfolio holdings

AUM $26.3M
1-Year Est. Return 8.5%
This Quarter Est. Return
1 Year Est. Return
+8.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.8M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M

Top Sells

1
+$2.16M
2
+$1.93M
3
+$1.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.54M

Sector Composition

1 Technology 5.55%
2 Consumer Staples 4.36%
3 Energy 3.34%
4 Financials 2.6%
5 Communication Services 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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59
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60
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61
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-7,488
62
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64
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65
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66
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68
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69
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71
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74
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75
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