MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2024
Top Holdings88 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.9M | $1.2B | 9.0% | $222.22 | +86.89% | 21 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC-CL A | 5M | $753.7M | 5.7% | $99.76 | +50.16% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.8M | $652.3M | 4.9% | $125.64 | +35.02% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 3.1M | $629.2M | 4.7% | $121.24 | +66.97% | 13 qtrssince 2021-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $592.5M | 4.4% | $269.98 | +78.80% | 16 qtrssince 2020-Q2 | Increased 60 |
MASTERCARD INC - A | 1M | $488.8M | 3.7% | $339.78 | +40.12% | 13 qtrssince 2021-Q1 | Increased 58 |
AMAZON.COM INC | 2.7M | $488.2M | 3.7% | $115.36 | +56.37% | 21 qtrssince 2019-Q1 | Increased 58 |
TEVA PHARMACEUTICAL-SP ADR | 28.1M | $396.9M | 3.0% | $9.33 | +51.22% | 18 qtrssince 2019-Q4 | Unchanged 0 |
NVIDIA CORP | 434,521 | $392.6M | 2.9% | $30.94 | +191.89% | 21 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 1.7M | $335.2M | 2.5% | $146.11 | +31.34% | 3 qtrssince 2023-Q3 | Increased 57 |
UNITEDHEALTH GROUP INC | 675,034 | $333.9M | 2.5% | $472.66 | +0.97% | 6 qtrssince 2022-Q4 | Increased 57 |
WALMART INC | 5.5M | $331.4M | 2.5% | $53.64 | +10.17% | 21 qtrssince 2019-Q1 | Increased 86 |
ABBOTT LABORATORIES | 2.8M | $321M | 2.4% | $98.72 | +9.29% | 15 qtrssince 2020-Q3 | Increased 57 |
FRANKLIN TEMPLETON ETF TR | 8.6M | $318.6M | 2.4% | $31.51 | +14.54% | 4 qtrssince 2023-Q2 | Decreased 0 |
ABBVIE INC | 1.5M | $280.4M | 2.1% | $116.69 | +43.46% | 16 qtrssince 2020-Q2 | Increased 67 |
MICRON TECHNOLOGY INC | 2.3M | $274.8M | 2.1% | $71.40 | +64.04% | 17 qtrssince 2020-Q1 | Increased 61 |
THERMO FISHER SCIENTIFIC INC | 467,346 | $271.6M | 2.0% | $408.69 | +41.42% | 21 qtrssince 2019-Q1 | Increased 58 |
ISHARES MSCI EMR MRK EX CHNA | 4.4M | $252.3M | 1.9% | $46.31 | +17.51% | 5 qtrssince 2023-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 2.4M | $241.7M | 1.8% | $61.04 | +55.23% | 16 qtrssince 2020-Q2 | Decreased 0 |
HOME DEPOT INC | 597,003 | $229M | 1.7% | $261.43 | +40.58% | 21 qtrssince 2019-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $13.3B across 88 positions as of Q1 2024. Top holdings: MSFT (9.0%), GOOGL (5.7%), AAPL (4.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 4 new positions, 13 exits, 38 increased. Top move: WMT (INCREASED, conviction 86). Portfolio: $13.3B across 88 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