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Analyst Equity Il (LP65037969)

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10,762.710 +27.550    +0.26%
08:00:00 - Closed. Currency in ILS ( Disclaimer )
Type:  Fund
Market:  Israel
Issuer:  Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd
ISIN:  IL0051208119 
S/N:  5120811
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 202.53M
Analyst Equity 10,762.710 +27.550 +0.26%

LP65037969 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Analyst Equity (LP65037969) fund. Our Analyst Equity 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 2.520 2.580 0.060
Stocks 95.710 95.720 0.010
Bonds 0.250 0.250 0.000
Other 1.510 1.540 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.212 9.395
Price to Book 1.009 1.294
Price to Sales 0.726 1.017
Price to Cash Flow 5.057 5.868
Dividend Yield 3.643 3.754
5 Years Earnings Growth 8.959 13.191

Sector Allocation

Name  Net % Category Average
Financial Services 27.790 24.256
Real Estate 20.950 17.579
Technology 13.660 18.206
Industrials 8.610 9.850
Energy 8.250 7.655
Utilities 8.050 6.011
Basic Materials 3.930 3.918
Consumer Cyclical 3.700 6.584
Communication Services 2.290 3.485
Consumer Defensive 2.230 4.459
Healthcare 0.560 5.699

Region Allocation

  • North America
  • Africa & Middle East
  • Developed Markets

Top Holdings

Number of long holdings: 116

Number of short holdings: 4

Name ISIN Weight % Last Change %
  Wix.Com Ltd IL0011301780 3.79 162.76 -2.88%
  Bank Hapoalim IL0006625771 3.73 3,700 +0.60%
  Aura Investments IL0003730194 3.65 1,716.0 +0.47%
  Enlight Energy IL0007200111 3.53 5,950.0 +0.20%
  Leumi IL0006046119 3.25 3,618 +0.58%
  Elbit Systems IL0010811243 3.15 210.48 +2.36%
  Navitas Petroleum Unit IL0011419699 2.91 5,625 +0.79%
  Energix IL0011233553 2.79 1,295 0.00%
  BIG IL0010972607 2.64 41,800 +0.92%
  Discount IL0006912120 2.38 2,059 +0.44%

Top Equity Funds by Analyst I.M.S. Mutual Fds Mgmt (1986)Ltd

  Name Rating Total Assets YTD% 3Y% 10Y%
  Analyst 80/20 557.8M 6.73 3.79 3.99
  Analyst Technology 498.2M 26.74 13.07 14.17
  Analyst Investments 276.1M 16.32 7.05 8.72
  Analyst Diversified 189.84M 8.75 4.45 7.34
  Analyst Tel Aviv 125 148.6M 14.19 7.12 8.19
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