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
251
$257K 0.01%
759
+495
252
$234K 0.01%
+6,500
253
$234K 0.01%
1,234
-97
254
$225K 0.01%
2,824
255
$219K 0.01%
9,500
256
$216K 0.01%
695
257
$212K 0.01%
+789
258
$203K 0.01%
1,365
-2,393
259
$199K 0.01%
10,500
260
$197K 0.01%
2,109
-191
261
$196K ﹤0.01%
1,184
-138
262
$194K ﹤0.01%
4,669
-456
263
$194K ﹤0.01%
2,123
-488
264
$193K ﹤0.01%
5,000
265
$192K ﹤0.01%
2,925
266
$191K ﹤0.01%
3,170
-924
267
$189K ﹤0.01%
1,655
-405
268
$187K ﹤0.01%
5,035
269
$187K ﹤0.01%
1,730
270
$186K ﹤0.01%
4,184
-482
271
$183K ﹤0.01%
942
+375
272
$180K ﹤0.01%
5,045
+1,620
273
$177K ﹤0.01%
6,354
-36,121
274
$174K ﹤0.01%
3,711
275
$170K ﹤0.01%
+6,500
9 10
11
12 13