MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2022
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.3M | $712.4M | 10.3% | $209.09 | +45.54% | 13 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.7M | $652.9M | 9.4% | $115.17 | +48.28% | 13 qtrssince 2019-Q1 | Unchanged 0 |
ALPHABET INC-CL A | 205,120 | $570.5M | 8.3% | $103.57 | +36.01% | 13 qtrssince 2019-Q1 | Increased 78 |
AMAZON.COM INC | 123,825 | $403.7M | 5.8% | $136.38 | +21.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 918,838 | $328.4M | 4.7% | $351.12 | +0.76% | 5 qtrssince 2021-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 2.2M | $290.7M | 4.2% | $130.42 | -2.60% | 5 qtrssince 2021-Q1 | Increased 70 |
META PLATFORMS INC-CLASS A | 1M | $224.1M | 3.2% | $282.54 | -19.92% | 8 qtrssince 2020-Q2 | Increased 58 |
NVIDIA CORP | 815,280 | $222.5M | 3.2% | $17.43 | +58.59% | 13 qtrssince 2019-Q1 | Increased 56 |
TEVA PHARMACEUTICAL-SP ADR | 23.3M | $218.9M | 3.2% | $9.35 | +0.35% | 10 qtrssince 2019-Q4 | Increased 57 |
DEERE AND CO | 507,000 | $210.6M | 3.0% | $290.25 | +35.96% | 6 qtrssince 2020-Q4 | Decreased 0 |
HOME DEPOT INC | 635,292 | $190.2M | 2.8% | $244.54 | +14.70% | 13 qtrssince 2019-Q1 | Increased 80 |
PROLOGIS INC | 1.1M | $181.4M | 2.6% | $87.52 | +67.17% | 7 qtrssince 2020-Q3 | Unchanged 0 |
THERMO FISHER SCIENTIFIC INC | 294,695 | $174.1M | 2.5% | $314.33 | +87.35% | 13 qtrssince 2019-Q1 | Unchanged 0 |
FREEPORT-MCMORAN INC | 3.1M | $155.5M | 2.2% | $7.58 | +515.84% | 9 qtrssince 2020-Q1 | Decreased 0 |
ABBVIE INC | 931,370 | $151M | 2.2% | $89.08 | +54.90% | 8 qtrssince 2020-Q2 | Increased 64 |
HONEYWELL INTL INC | 755,220 | $147M | 2.1% | $154.23 | +10.92% | 13 qtrssince 2019-Q1 | Increased 59 |
ABBOTT LABORATORIES | 1.2M | $139.6M | 2.0% | $97.58 | +10.87% | 7 qtrssince 2020-Q3 | Increased 52 |
OTIS WORLDWIDE CORP | 1.8M | $136.1M | 2.0% | $57.67 | +23.53% | 8 qtrssince 2020-Q2 | Increased 55 |
MICRON TECHNOLOGY INC | 1.7M | $135.5M | 2.0% | $64.25 | +20.51% | 9 qtrssince 2020-Q1 | Increased 55 |
SONY CORP-SPONSORED ADR | 1.3M | $135.2M | 2.0% | $11.71 | +76.07% | 13 qtrssince 2019-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $6.9B across 59 positions as of Q1 2022. Top holdings: MSFT (10.3%), AAPL (9.4%), GOOGL (8.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 2 new positions, exited 2, increased 20, trimmed 18. Top move: HD (INCREASED, conviction 80). Portfolio: $6.9B across 59 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer