MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2020
Top Holdings50 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 1.3M | $199.7M | 5.4% | $127.27 | +19.86% | 5 qtrssince 2019-Q1 | Increased 78 |
APPLE INC | 659,221 | $167.6M | 4.6% | $53.67 | +14.29% | 5 qtrssince 2019-Q1 | Increased 91 |
AMAZON.COM INC | 81,252 | $158.4M | 4.3% | $92.80 | +5.82% | 5 qtrssince 2019-Q1 | Increased 82 |
NVIDIA CORP | 590,611 | $155.7M | 4.2% | $5.14 | +28.72% | 5 qtrssince 2019-Q1 | Increased 77 |
TEVA PHARMACEUTICAL-SP ADR | 16.6M | $148.7M | 4.1% | $9.12 | -6.73% | 2 qtrssince 2019-Q4 | Increased 90 |
WALMART INC | 1.2M | $139.5M | 3.8% | $31.45 | +12.70% | 5 qtrssince 2019-Q1 | Increased 78 |
JPMORGAN CHASE & CO | 1.5M | $131.1M | 3.6% | $85.94 | -7.62% | 5 qtrssince 2019-Q1 | Increased 68 |
ALPHABET INC-CL A | 111,198 | $129.2M | 3.5% | $57.83 | -1.62% | 5 qtrssince 2019-Q1 | Increased 80 |
NEXTERA ENERGY INC | 522,780 | $125.8M | 3.4% | — | — | — | — |
CISCO SYSTEMS INC | 3.1M | $122.9M | 3.4% | $42.15 | -20.05% | 5 qtrssince 2019-Q1 | Increased 56 |
PAYPAL HOLDINGS INC | 1.3M | $121.2M | 3.3% | $96.81 | 0.00% | 1 qtr | New 84 |
MERCK & CO. INC. | 1.5M | $118.6M | 3.2% | $65.88 | -7.07% | 4 qtrssince 2019-Q2 | Decreased 0 |
MICRON TECHNOLOGY INC | 2.8M | $117M | 3.2% | $43.44 | 0.00% | 1 qtr | New 84 |
MARVELL TECHNOLOGY GROUP LTD | 4.8M | $109M | 3.0% | $22.09 | 0.00% | 1 qtr | New 79 |
HONEYWELL INTL INC | 714,090 | $95.5M | 2.6% | $134.47 | -18.07% | 5 qtrssince 2019-Q1 | Increased 52 |
NORTHROP GRUMMAN CORP | 301,770 | $91.3M | 2.5% | $277.44 | +2.78% | 5 qtrssince 2019-Q1 | Increased 71 |
| 2.7M | $90M | 2.5% | — | — | 1 qtr | New 78 | |
RIO TINTO PLC-SPON ADR | 1.9M | $88.6M | 2.4% | $33.69 | -13.62% | 5 qtrssince 2019-Q1 | Increased 60 |
MASTERCARD INC - A | 365,407 | $88.3M | 2.4% | $237.18 | +3.22% | 5 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC -CL B | 992,140 | $82.1M | 2.2% | $80.79 | -2.24% | 5 qtrssince 2019-Q1 | Increased 52 |
MENORA MIVTACHIM HOLDINGS LTD. manages $3.7B across 50 positions as of Q1 2020. Top holdings: MSFT (5.4%), AAPL (4.6%), AMZN (4.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 9 new positions, 16 exits, 19 increased. Top move: AAPL (INCREASED, conviction 91). Portfolio: $3.7B across 50 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer