IDBONY
Israel Discount Bank of New York Portfolio holdings
AUM
$26.3M
1-Year Return
8.5%
This Quarter Return
+3.38%
1 Year Return
+8.5%
3 Year Return
+37.58%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$2.63M
(+2.2%)
Cap. Flow
-$1.02M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
44.29%
Holding
446
New
20
Increased
73
Reduced
232
Closed
22
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$9.72M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
+$820K |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$557K |
| 4 |
Estee Lauder
EL
|
+$491K |
| 5 |
Palo Alto Networks
PANW
|
+$377K |
Top Sells
| 1 |
iShares Currency Hedged MSCI Emerging Markets
HEEM
|
+$7.12M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$589K |
| 3 |
BCR
CR Bard Inc.
BCR
|
+$544K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$504K |
| 5 |
Procter & Gamble
PG
|
+$498K |
Sector Composition
| 1 | Healthcare | 8.18% |
| 2 | Financials | 8.07% |
| 3 | Technology | 5.47% |
| 4 | Consumer Discretionary | 5.24% |
| 5 | Consumer Staples | 4.47% |
