PVH

Psagot Value Holdings Portfolio holdings

AUM $11M
1-Year Est. Return 32.09%
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.97B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
438
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$69.8M
3
+$68.2M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$47M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$37.2M

Top Sells

1
+$70M
2
+$62.5M
3
+$44.6M
4
CSCO icon
Cisco
CSCO
+$40M
5
META icon
Meta Platforms (Facebook)
META
+$32.5M

Sector Composition

1 Technology 14.37%
2 Financials 9.42%
3 Communication Services 6.4%
4 Industrials 5.06%
5 Healthcare 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$336K 0.01%
1,080
-34
227
$333K 0.01%
1,645
-125
228
$328K 0.01%
11,193
-477
229
$327K 0.01%
+7,457
230
$309K 0.01%
7,368
-14,464
231
$308K 0.01%
2,721
-5,159
232
$308K 0.01%
6,150
233
$307K 0.01%
7,650
-1,600
234
$304K 0.01%
+400
235
$302K 0.01%
10,931
-270,211
236
$302K 0.01%
7,826
-2,909
237
$301K 0.01%
4,188
-1,773
238
$301K 0.01%
10,645
+1
239
$300K 0.01%
7,120
240
$296K 0.01%
2,239
241
$295K 0.01%
1,593
242
$294K 0.01%
+2,000
243
$285K 0.01%
+7,917
244
$280K 0.01%
7,000
245
$279K 0.01%
1,877
246
$278K 0.01%
7,000
247
$278K 0.01%
3,600
248
$259K 0.01%
18,000
249
$258K 0.01%
13,750
-6,900
250
$257K 0.01%
+2,565
8 9
10
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