MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q1 2024
Top Holdings88 positions
MICROSOFT CORP | 2.9M | $1.2B | 9.0% | $220.31 | +87.32% | 21 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC | 5M | $753.7M | 5.7% | $104.17 | +43.53% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.8M | $652.3M | 4.9% | $109.46 | +54.98% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATLS INC | 3.1M | $629.2M | 4.7% | $121.24 | +66.97% | 13 qtrssince 2021-Q1 | Decreased 0 |
META PLATFORMS INC | 1.2M | $592.5M | 4.4% | $268.14 | +79.57% | 16 qtrssince 2020-Q2 | Increased 60 |
MASTERCARD INCORPORATED | 1M | $488.8M | 3.7% | $336.18 | +41.14% | 13 qtrssince 2021-Q1 | Increased 58 |
AMAZON COM INC | 2.7M | $488.2M | 3.7% | $136.36 | +32.29% | 21 qtrssince 2019-Q1 | Increased 58 |
TEVA PHARMACEUTICAL-SP ADR | 28.1M | $396.9M | 3.0% | $9.46 | +49.19% | 18 qtrssince 2019-Q4 | Unchanged 0 |
NVIDIA CORPORATION | 434,521 | $392.6M | 2.9% | $24.26 | +271.46% | 21 qtrssince 2019-Q1 | Increased 64 |
JPMORGAN CHASE & CO | 1.7M | $335.2M | 2.5% | $144.71 | +31.34% | 3 qtrssince 2023-Q3 | Increased 57 |
UNITEDHEALTH GROUP INC | 675,034 | $333.9M | 2.5% | $464.74 | +0.70% | 6 qtrssince 2022-Q4 | Increased 57 |
WALMART INC | 5.5M | $331.4M | 2.5% | $42.52 | +38.10% | 21 qtrssince 2019-Q1 | Increased 86 |
ABBOTT LABORATORIES | 2.8M | $321M | 2.4% | $98.11 | +9.29% | 15 qtrssince 2020-Q3 | Increased 57 |
FRANKLIN FTSE INDIA ETF | 8.6M | $318.6M | 2.4% | $31.60 | +14.20% | 4 qtrssince 2023-Q2 | Decreased 0 |
ABBVIE INC | 1.5M | $280.4M | 2.1% | $115.98 | +43.46% | 16 qtrssince 2020-Q2 | Increased 67 |
MICRON TECHNOLOGY INC | 2.3M | $274.8M | 2.1% | $70.54 | +65.94% | 17 qtrssince 2020-Q1 | Increased 61 |
THERMO FISHER SCIENTIFIC INC | 467,346 | $271.6M | 2.0% | $408.62 | +41.06% | 21 qtrssince 2019-Q1 | Increased 58 |
ISHARES INC | 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% | $252.91 | +42.22% | 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 Score: 4/5.0.
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
Verify source filings on SEC EDGAR