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
$523M
AUM Growth
-$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.81M
2
+$9.53M
3
+$6.91M
4
GM icon
General Motors
GM
+$6.82M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.06M

Top Sells

1
+$9.86M
2
+$7.79M
3
+$6.67M
4
VRNS icon
Varonis Systems
VRNS
+$5.62M
5
NVDA icon
NVIDIA
NVDA
+$4.49M

Sector Composition

1 Technology 21.98%
2 Communication Services 16.86%
3 Financials 13%
4 Industrials 8.25%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 1%
88,197
+58,272
27
$4.97M 0.95%
127,382
+6,998
28
$4.74M 0.91%
28,420
-15,360
29
$4.71M 0.9%
129,050
-81,234
30
$4.18M 0.8%
93,858
-16,745
31
$4.06M 0.78%
+65,176
32
$4.04M 0.77%
+60,700
33
$4.03M 0.77%
136,950
-152,710
34
$3.91M 0.75%
33,752
-12,009
35
$3.87M 0.74%
41,490
+11,190
36
$3.8M 0.73%
20,765
-3,616
37
$3.56M 0.68%
18,865
-13,975
38
$3.46M 0.66%
12,320
-6,774
39
$3.42M 0.65%
30,000
40
$3.41M 0.65%
15,723
-2,494
41
$3.4M 0.65%
1,415
-88
42
$3.24M 0.62%
119,210
-27,670
43
$2.85M 0.54%
41,730
-3,230
44
$2.76M 0.53%
23,550
-4,323
45
$2.66M 0.51%
15,293
-5,576
46
$2.64M 0.5%
14,583
-5,214
47
$2.63M 0.5%
+55,500
48
$2.54M 0.48%
38,100
49
$2.53M 0.48%
119,562
-14,959
50
$2.14M 0.41%
35,460
+1,560
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