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
151
$1.25M 0.03%
10,000
152
$1.24M 0.03%
+23,885
153
$1.21M 0.03%
13,061
154
$1.2M 0.03%
21,000
155
$1.19M 0.03%
21,462
-23,552
156
$1.18M 0.03%
+9,250
157
$1.17M 0.03%
19,779
-2,012
158
$1.15M 0.03%
5,413
-69
159
$1.15M 0.03%
11,595
-1,879
160
$1.15M 0.03%
4,810
-3,585
161
$1.13M 0.03%
+14,930
162
$1.12M 0.03%
11,035
-2,117
163
$1.09M 0.03%
36,465
-397,959
164
$1.07M 0.03%
21,630
165
$1.07M 0.03%
+13,552
166
$1.02M 0.03%
28,023
167
$995K 0.03%
3,509
-1,050
168
$987K 0.02%
7,367
+1,052
169
$964K 0.02%
33,651
170
$961K 0.02%
24,000
171
$955K 0.02%
+13,369
172
$941K 0.02%
11,185
-2,000
173
$940K 0.02%
20,450
-17,850
174
$876K 0.02%
35,930
-1
175
$868K 0.02%
3,672
+942
5 6
7
8 9