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
$67.2M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$7.79M
2 +$2.61M
3 +$1.12M
4
CRM icon
Salesforce
CRM
+$242K
5
AMT icon
American Tower
AMT
+$225K

Top Sells

1 +$2.17M
2 +$1.99M
3 +$1.31M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.01M
5
MBB icon
iShares MBS ETF
MBB
+$658K

Sector Composition

1 Technology 4.67%
2 Consumer Staples 4.48%
3 Energy 2.96%
4 Financials 2.72%
5 Consumer Discretionary 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,918
52
-40,936