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Altshuler Shaham Equity Storm Il (LP65037953)

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2,090.660 +31.890    +1.55%
21/04 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Altshuler Shaham Mutual Funds Management
ISIN:  IL0051267016 
S/N:  5126701
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 662.65M
Altshuler Shaham Equity Storm 2,090.660 +31.890 +1.55%

LP65037953 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Altshuler Shaham Equity Storm (LP65037953) fund. Our Altshuler Shaham Equity Storm portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 10.170 10.570 0.400
Stocks 88.750 89.540 0.790
Bonds 1.070 1.070 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 6.689 8.831
Price to Book 1.061 1.283
Price to Sales 0.873 1.025
Price to Cash Flow 4.858 5.694
Dividend Yield 6.029 4.456
5 Years Earnings Growth - 13.359

Sector Allocation

Name  Net % Category Average
Financial Services 41.310 24.537
Real Estate 14.690 18.344
Industrials 13.190 9.580
Basic Materials 8.650 4.223
Consumer Cyclical 5.870 6.465
Energy 5.140 8.742
Technology 3.540 17.188
Utilities 3.110 6.029
Consumer Defensive 2.900 4.214
Healthcare 1.590 4.916

Region Allocation

  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 74

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Bank Hapoalim IL0006625771 9.53 3,388 +3.86%
  Discount IL0006912120 7.78 1,919 +4.58%
  Leumi IL0006046119 6.38 2,925 +3.36%
  Alony Hetz IL0003900136 5.08 2,523 0.00%
  ICL Israel Chemicals IL0002810146 4.55 1,805 +2.09%
  Atreyu Capital IL0010961063 4.51 5,198 +0.23%
  Lapidoth IL0006420173 4.15 6,228 +5.56%
  Mizrahi Tefahot IL0006954379 3.99 13,610 +4.13%
  Danya Cebus IL0011731374 3.50 8,364 -1.24%
  Elbit Systems IL0010811243 3.12 202.57 +0.54%

Top Equity Funds by Altshuler Shaham Mutual Funds Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Altshuler Shaham Dev Mkts Protctd F 784.33M 8.96 1.55 6.10
  Altshuler Shaham S&P500 Managed 388.08M 12.43 9.08 10.21
  Altshuler Shaham TA MidCap Stock 276.06M 11.71 3.98 9.61
  Altshuler Shaham Protectd Glbl Eq 223.03M 7.80 -2.65 2.88
  AS SmartBeta Multi Factor TA125 197.51M 10.98 9.86 -
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