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
201
$569K 0.01%
3,500
202
$566K 0.01%
5,942
-2,612
203
$553K 0.01%
5,113
204
$545K 0.01%
5,000
205
$539K 0.01%
21,140
-43,540
206
$538K 0.01%
1,648
207
$529K 0.01%
14,424
-11,256
208
$491K 0.01%
+3,765
209
$484K 0.01%
+12,900
210
$471K 0.01%
3,479
-989
211
$463K 0.01%
118,447
212
$448K 0.01%
3,750
213
$443K 0.01%
5,435
-2,906
214
$426K 0.01%
3,430
-14,479
215
$414K 0.01%
5,750
-1,684
216
$413K 0.01%
4,005
-1,600
217
$413K 0.01%
5,980
-930
218
$412K 0.01%
6,517
-21,258
219
$411K 0.01%
+1,909
220
$408K 0.01%
19,370
-11,280
221
$402K 0.01%
7,384
+801
222
$391K 0.01%
11,000
223
$376K 0.01%
11,000
224
$348K 0.01%
12,447
-293
225
$336K 0.01%
+1,000
7 8
9
10 11