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
76
$12.4M 0.31%
160,621
-34,279
77
$11.9M 0.3%
275,461
-25,632
78
$10.8M 0.27%
72,897
-9,401
79
$10.4M 0.26%
41,256
-101,976
80
$10.3M 0.26%
128,244
81
$10.2M 0.26%
250,806
+10,614
82
$10M 0.25%
829,562
-1,625
83
$9.92M 0.25%
29,522
-4,905
84
$8.91M 0.22%
32,084
-38,886
85
$8.63M 0.22%
+145,168
86
$8.63M 0.22%
774,910
+259,769
87
$7.6M 0.19%
206,677
-67,020
88
$7.32M 0.18%
52,001
+51,911
89
$7.16M 0.18%
132,938
90
$6.61M 0.17%
+111,881
91
$6.49M 0.16%
32,294
-2,865
92
$6.48M 0.16%
257,476
-69,059
93
$6.21M 0.16%
44,260
-55
94
$5.82M 0.15%
86,173
-11,680
95
$5.19M 0.13%
+123,676
96
$5.17M 0.13%
35,973
+4,335
97
$4.99M 0.13%
203,341
-560,023
98
$4.96M 0.13%
146,640
-41,182
99
$4.88M 0.12%
61,613
-2,182
100
$4.52M 0.11%
137,597
-121,860
2 3
4
5 6