Asset Manager
← All Institutions
BANK HAPOALIM BM
50 ROTHCHILD BOULEVARD, TEL AVIV, L3 00000 • 9723567494
Market Value
$1.5B
+130.9%
Holdings
121
-8
New Purchases
9
Added To
32
Closed
7
Reduced
66
Top 10 Concentration
73.7%
Turnover
13.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| TSLA | 31.53% | 0.12% | +31.42% | $474M |
| IVV | 13.27% | 0.00% | +13.27% | $199M |
| SPBO | 2.41% | 0.00% | +2.41% | $36M |
| MU | 0.16% | 0.07% | +0.09% | $2M |
| IBM | 0.03% | 0.00% | +0.03% | $385K |
| ANET | 0.02% | 0.00% | +0.02% | $364K |
| CAT | 0.02% | 0.00% | +0.02% | $263K |
| GS | 0.02% | 0.00% | +0.02% | $246K |
| XLU | 0.01% | 0.00% | +0.01% | $223K |
| BETA | 0.01% | 0.00% | +0.01% | $218K |
| QXL | 0.01% | 0.00% | +0.01% | $114K |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| VOO | 6.04% | 14.23% | -8.19% | $91M |
| BIV | 1.96% | 6.08% | -4.13% | $29M |
| SPY | 7.03% | 10.81% | -3.78% | $106M |
| QQQ | 2.93% | 5.63% | -2.70% | $44M |
| ACWI | 2.09% | 4.25% | -2.16% | $31M |
| XLC | 0.82% | 2.31% | -1.49% | $12M |
| AMZN | 1.38% | 2.86% | -1.47% | $21M |
| QQQM | 1.65% | 3.00% | -1.34% | $25M |
| EWU | 1.03% | 2.35% | -1.32% | $15M |
| GOOG | 1.40% | 2.66% | -1.27% | $21M |
| EZU | 1.07% | 2.21% | -1.13% | $16M |
| XLF | 0.89% | 1.98% | -1.09% | $13M |
| SPIB | 1.76% | 2.69% | -0.94% | $26M |
| LQD | 4.12% | 4.98% | -0.86% | $62M |
| XLV | 0.54% | 1.39% | -0.86% | $8M |
Sector Allocation Over Time
Industry Breakdown
| Industry | Weight |
|---|---|
| Financial Services | 77.2% |
| Technology | 12.0% |
| Communication Services | 3.9% |
| Consumer Cyclical | 3.3% |
| Healthcare | 2.8% |
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 42 | $1.1B | 71.7% |
| Large Cap | 51 | $341M | 22.7% |
| Mid Cap | 16 | $44M | 2.9% |
| Small Cap | 8 | $40M | 2.6% |
| Micro Cap | 4 | $160K | 0.0% |
Portfolio Analytics
Avg Market Cap
$460.1B
Median Market Cap
$79.8B
Avg P/E
40.7
Median P/E
29.2
Avg Dividend Yield
0.01%
Avg Beta
1.12
# Stocks
67
# ETFs / Funds
54
Top Holdings (121 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | 31.53% | 1,125,788 | $474M | $420.60 | $473M | +1,123,767 | +55604.5% | |
| 2 | IVV | 13.27% | 266,000 | $199M | $748.89 | — | +266,000 | — | NEW |
| 3 | SPY | 7.03% | 141,384 | $106M | $746.77 | $35M | +33,258 | +30.8% | |
| 4 | VOO | 6.04% | 132,090 | $91M | $686.80 | -$2M | -22,844 | -14.7% | |
| 5 | LQD | 4.12% | 567,136 | $62M | $109.07 | $29M | +269,270 | +90.4% | |
| 6 | QQQ | 2.93% | 59,707 | $44M | $736.40 | $7M | -3,713 | -5.8% | |
| 7 | SPBO | 2.41% | 346,250 | $36M | $104.55 | — | +346,250 | — | NEW |
| 8 | KLAC | 2.20% | 109,630 | $33M | $301.71 | $16M | +98,124 | +852.8% | |
| 9 | SOXX | 2.10% | 49,285 | $32M | $640.76 | $14M | -4,923 | -9.1% | |
| 10 | ACWI | 2.09% | 200,000 | $31M | $156.97 | $4M | — | — | |
| 11 | BIV | 1.96% | 382,990 | $29M | $76.70 | -$10M | -131,500 | -25.6% | |
| 12 | SPIB | 1.76% | 788,820 | $26M | $33.46 | $9M | +266,269 | +51.0% | |
| 13 | QQQM | 1.65% | 82,000 | $25M | $302.98 | $5M | — | — | |
| 14 | GOOG | 1.40% | 59,313 | $21M | $353.33 | $4M | -1,032 | -1.7% | |
| 15 | AMZN | 1.38% | 87,107 | $21M | $238.34 | $2M | -2,073 | -2.3% | |
| 16 | XLK | 1.21% | 95,087 | $18M | $190.52 | $6M | +1,784 | +1.9% | |
| 17 | EZU | 1.07% | 232,200 | $16M | $69.50 | $2M | +3,200 | +1.4% | |
| 18 | EWU | 1.03% | 335,600 | $15M | $46.14 | $195K | — | — | |
| 19 | XLF | 0.89% | 249,096 | $13M | $53.61 | $461K | -12,051 | -4.6% | |
| 20 | MSFT | 0.85% | 34,242 | $13M | $373.02 | $2M | +5,077 | +17.4% | |
| 21 | XLC | 0.82% | 114,535 | $12M | $107.13 | -$3M | -20,881 | -15.4% | |
| 22 | VXUS | 0.62% | 109,499 | $9M | $85.49 | $145K | -10,015 | -8.4% | |
| 23 | CSCO | 0.56% | 71,784 | $8M | $117.46 | $3M | -3,199 | -4.3% | |
| 24 | XLI | 0.54% | 43,771 | $8M | $185.24 | $2M | +7,088 | +19.3% | |
| 25 | XLV | 0.54% | 50,796 | $8M | $158.65 | -$1M | -11,021 | -17.8% | |
| 26 | ASML | 0.49% | 3,668 | $7M | $1,989.37 | $1M | -1,003 | -21.5% | |
| 27 | PAVE | 0.45% | 115,725 | $7M | $58.92 | $832K | -2,115 | -1.8% | |
| 28 | AAPL | 0.45% | 23,420 | $7M | $289.37 | $554K | -1,100 | -4.5% | |
| 29 | XLY | 0.33% | 42,246 | $5M | $117.29 | -$24K | -3,440 | -7.5% | |
| 30 | JPM | 0.32% | 14,855 | $5M | $327.30 | $347K | -493 | -3.2% | |
| 31 | NVDA | 0.31% | 23,391 | $5M | $200.08 | $2M | +6,191 | +36.0% | |
| 32 | VCIT | 0.29% | 52,024 | $4M | $82.65 | -$99K | -1,136 | -2.1% | |
| 33 | ZM | 0.27% | 46,811 | $4M | $86.30 | $221K | -696 | -1.5% | |
| 34 | CHKP | 0.26% | 30,061 | $4M | $131.43 | -$462K | -835 | -2.7% | |
| 35 | BIDU | 0.25% | 33,062 | $4M | $114.30 | -$255K | -3,147 | -8.7% | |
| 36 | INTC | 0.25% | 26,450 | $4M | $139.62 | $2M | -19,411 | -42.3% | |
| 37 | QCOM | 0.24% | 19,356 | $4M | $184.80 | $2M | +4,086 | +26.8% | |
| 38 | GOOGL | 0.22% | 9,314 | $3M | $357.42 | $752K | +352 | +3.9% | |
| 39 | AMD | 0.22% | 5,609 | $3M | $580.85 | $2M | -1,876 | -25.1% | |
| 40 | ABBV | 0.21% | 12,788 | $3M | $251.64 | $371K | -300 | -2.3% | |
| 41 | NVO | 0.21% | 65,863 | $3M | $47.93 | $805K | +1,868 | +2.9% | |
| 42 | XAR | 0.21% | 10,856 | $3M | $283.81 | $339K | +60 | +0.6% | |
| 43 | VT | 0.20% | 19,179 | $3M | $156.94 | $440K | +600 | +3.2% | |
| 44 | IGV | 0.19% | 32,226 | $3M | $90.61 | -$1M | -18,449 | -36.4% | |
| 45 | ZS | 0.18% | 18,885 | $3M | $141.17 | $912K | +6,385 | +51.1% | |
| 46 | NOW | 0.18% | 26,753 | $3M | $99.28 | $1M | +13,230 | +97.8% | |
| 47 | PFE | 0.18% | 109,145 | $3M | $24.08 | -$447K | -350 | -0.3% | |
| 48 | LLY | 0.17% | 2,173 | $3M | $1,199.26 | $513K | -103 | -4.5% | |
| 49 | SEDG | 0.16% | 40,309 | $2M | $58.45 | $81K | -4,251 | -9.5% | |
| 50 | MU | 0.16% | 2,031 | $2M | $1,154.11 | $2M | +710 | +53.8% | |
| 51 | CRM | 0.15% | 14,741 | $2M | $156.64 | -$633K | -1,018 | -6.5% | |
| 52 | DIA | 0.15% | 4,206 | $2M | $522.35 | $93K | -337 | -7.4% | |
| 53 | JETS | 0.14% | 64,989 | $2M | $33.22 | $469K | -3,619 | -5.3% | |
| 54 | VEEV | 0.14% | 11,870 | $2M | $177.51 | -$75K | -553 | -4.5% | |
| 55 | SNPS | 0.14% | 4,655 | $2M | $445.97 | $199K | -78 | -1.6% | |
| 56 | SHLD | 0.13% | 33,566 | $2M | $59.70 | -$510K | -1,923 | -5.4% | |
| 57 | AMAT | 0.13% | 2,661 | $2M | $723.04 | $702K | -915 | -25.6% | |
| 58 | CDNS | 0.12% | 4,924 | $2M | $375.30 | $525K | +162 | +3.4% | |
| 59 | META | 0.12% | 3,280 | $2M | $563.41 | $758K | +1,374 | +72.1% | |
| 60 | EW | 0.12% | 19,640 | $2M | $90.48 | $215K | +130 | +0.7% | |
| 61 | IEI | 0.11% | 13,858 | $2M | $117.48 | -$105K | -757 | -5.2% | |
| 62 | CIBR | 0.11% | 17,802 | $2M | $89.88 | $53K | -6,883 | -27.9% | |
| 63 | NKE | 0.11% | 38,702 | $2M | $41.06 | -$22K | +8,200 | +26.9% | |
| 64 | UNH | 0.10% | 3,780 | $2M | $415.61 | $450K | -364 | -8.8% | |
| 65 | EQIX | 0.10% | 1,494 | $2M | $1,042.17 | $91K | -2 | -0.1% | |
| 66 | EPAM | 0.10% | 18,793 | $1M | $79.34 | -$424K | +4,653 | +32.9% | |
| 67 | MRK | 0.10% | 11,273 | $1M | $128.54 | $63K | -246 | -2.1% | |
| 68 | V | 0.09% | 4,011 | $1M | $343.06 | $50K | -375 | -8.6% | |
| 69 | BRK-B | 0.09% | 2,649 | $1M | $500.57 | -$53K | -229 | -8.0% | |
| 70 | VHT | 0.08% | 4,193 | $1M | $299.07 | -$147K | -952 | -18.5% | |
| 71 | ABT | 0.08% | 12,765 | $1M | $90.72 | $433K | +5,699 | +80.7% | |
| 72 | C | 0.08% | 8,154 | $1M | $139.93 | $319K | +910 | +12.6% | |
| 73 | VCSH | 0.07% | 13,880 | $1M | $79.03 | -$17K | -171 | -1.2% | |
| 74 | QTEC | 0.06% | 2,612 | $874K | $334.61 | $283K | -125 | -4.6% | |
| 75 | IEF | 0.06% | 8,777 | $830K | $94.57 | -$50K | -441 | -4.8% | |
| 76 | TSM | 0.05% | 1,618 | $773K | $477.75 | $254K | +83 | +5.4% | |
| 77 | ORCL | 0.05% | 5,071 | $743K | $146.52 | -$56K | -364 | -6.7% | |
| 78 | DELL | 0.05% | 1,667 | $719K | $431.31 | $374K | -433 | -20.6% | |
| 79 | IGSB | 0.05% | 13,697 | $718K | $52.42 | -$73K | -1,359 | -9.0% | |
| 80 | KBWB | 0.04% | 6,280 | $584K | $92.99 | $71K | -200 | -3.1% | |
| 81 | CVS | 0.03% | 5,005 | $518K | $103.50 | $184K | +359 | +7.7% | |
| 82 | IHI | 0.03% | 10,370 | $512K | $49.37 | -$195K | -2,890 | -21.8% | |
| 83 | IYG | 0.03% | 5,327 | $482K | $90.48 | -$46K | -1,045 | -16.4% | |
| 84 | MA | 0.03% | 928 | $477K | $514.01 | $74K | +122 | +15.1% | |
| 85 | NVMI | 0.03% | 877 | $476K | $542.76 | $88K | -16 | -1.8% | |
| 86 | ARRY | 0.03% | 59,570 | $441K | $7.40 | $4K | -940 | -1.6% | |
| 87 | BABA | 0.03% | 4,284 | $411K | $95.94 | -$127K | -4 | -0.1% | |
| 88 | FDN | 0.03% | 1,545 | $409K | $264.72 | -$169K | -924 | -37.4% | |
| 89 | IWM | 0.03% | 1,321 | $397K | $300.53 | $69K | — | — | |
| 90 | SMH | 0.03% | 599 | $393K | $656.09 | $162K | -4 | -0.7% | |
| 91 | IBM | 0.03% | 1,368 | $385K | $281.43 | — | +1,368 | — | NEW |
| 92 | AGG | 0.03% | 3,836 | $380K | $99.06 | -$18K | -173 | -4.3% | |
| 93 | WMT | 0.02% | 3,295 | $373K | $113.20 | -$126K | -721 | -17.9% | |
| 94 | ANET | 0.02% | 2,141 | $364K | $170.01 | — | +2,141 | — | NEW |
| 95 | IAK | 0.02% | 2,520 | $354K | $140.48 | -$22K | -410 | -14.0% | |
| 96 | JNJ | 0.02% | 1,238 | $314K | $253.63 | $52K | +165 | +15.4% | |
| 97 | ITB | 0.02% | 2,998 | $313K | $104.40 | $6K | -390 | -11.5% | |
| 98 | PANW | 0.02% | 910 | $310K | $340.66 | $55K | -680 | -42.8% | |
| 99 | VGT | 0.02% | 2,304 | $275K | $119.36 | $74K | +2,016 | +700.0% | |
| 100 | AVGO | 0.02% | 705 | $266K | $377.30 | $53K | +18 | +2.6% |