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
376
$8K ﹤0.01%
+100
377
$8K ﹤0.01%
465
-221
378
$7K ﹤0.01%
537
379
$6K ﹤0.01%
628
-2,399
380
$5K ﹤0.01%
60
-1,205
381
$5K ﹤0.01%
164
382
$5K ﹤0.01%
150
383
$4K ﹤0.01%
+47
384
$4K ﹤0.01%
80
385
$4K ﹤0.01%
149
386
$4K ﹤0.01%
1
387
$3K ﹤0.01%
+20
388
$3K ﹤0.01%
60
389
$3K ﹤0.01%
27
390
$3K ﹤0.01%
62
-2,892
391
$3K ﹤0.01%
50
392
$3K ﹤0.01%
65
393
$3K ﹤0.01%
400
-253
394
$1K ﹤0.01%
24
-27,565
395
$1K ﹤0.01%
+37
396
– –
-265
397
$0 ﹤0.01%
5
398
– –
-1,058
399
– –
-630
400
– –
-8,395
14 15
16
17 18