MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q2 2021
Top Holdings57 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.7M | $504.9M | 7.3% | $114.81 | +16.18% | 10 qtrssince 2019-Q1 | Increased 74 |
MICROSOFT CORP | 1.7M | $470.5M | 6.8% | $173.39 | +50.88% | 10 qtrssince 2019-Q1 | Increased 71 |
AMAZON.COM INC | 112,235 | $386.1M | 5.6% | $130.69 | +31.93% | 10 qtrssince 2019-Q1 | Increased 82 |
META PLATFORMS INC-CLASS A | 846,074 | $294.2M | 4.2% | $250.66 | +39.41% | 5 qtrssince 2020-Q2 | Increased 57 |
ALPHABET INC-CL A | 111,148 | $271.4M | 3.9% | $70.25 | +72.77% | 10 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA CORP | 295,145 | $236.1M | 3.4% | $8.23 | +142.79% | 10 qtrssince 2019-Q1 | Decreased 0 |
BP PLC-SPONS ADR | 8.6M | $225.9M | 3.3% | $20.97 | 0.00% | 1 qtr | New 85 |
FREEPORT-MCMORAN INC | 6.1M | $224.6M | 3.2% | $7.53 | +358.76% | 6 qtrssince 2020-Q1 | Decreased 0 |
MASTERCARD INC - A | 612,000 | $223.4M | 3.2% | $351.89 | +1.76% | 2 qtrssince 2021-Q1 | Increased 81 |
PAYPAL HOLDINGS INC | 746,250 | $217.5M | 3.1% | $179.51 | +62.71% | 6 qtrssince 2020-Q1 | Increased 78 |
APPLIED MATERIALS INC | 1.5M | $213.5M | 3.1% | $127.87 | +6.77% | 2 qtrssince 2021-Q1 | Decreased 0 |
DEERE AND CO | 554,000 | $195.4M | 2.8% | $290.25 | +13.19% | 3 qtrssince 2020-Q4 | Increased 66 |
THERMO FISHER SCIENTIFIC INC | 354,195 | $178.7M | 2.6% | $314.33 | +59.76% | 10 qtrssince 2019-Q1 | Unchanged 0 |
HOME DEPOT INC | 539,392 | $172M | 2.5% | $215.38 | +32.32% | 10 qtrssince 2019-Q1 | Decreased 0 |
WESTERN DIGITAL CORP | 2.4M | $171M | 2.5% | $30.25 | +75.88% | 4 qtrssince 2020-Q3 | Decreased 0 |
OTIS WORLDWIDE CORP | 2M | $161.9M | 2.3% | $55.49 | +35.25% | 5 qtrssince 2020-Q2 | Unchanged 0 |
TEVA PHARMACEUTICAL-SP ADR | 16.4M | $161.9M | 2.3% | $9.53 | +5.27% | 7 qtrssince 2019-Q4 | Unchanged 0 |
ABBOTT LABORATORIES | 1.3M | $153.8M | 2.2% | $97.55 | +7.42% | 4 qtrssince 2020-Q3 | Increased 52 |
WALMART INC | 1.1M | $152.9M | 2.2% | $34.58 | +24.67% | 10 qtrssince 2019-Q1 | Decreased 0 |
SONY CORP-SPONSORED ADR | 1.5M | $150.6M | 2.2% | $11.71 | +66.42% | 10 qtrssince 2019-Q1 | Increased 70 |
MENORA MIVTACHIM HOLDINGS LTD. manages $6.9B across 57 positions as of Q2 2021. Top holdings: AAPL (7.3%), MSFT (6.8%), AMZN (5.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 4 new positions, exited 3, increased 15, trimmed 15. Top move: BP (NEW, conviction 85). Portfolio: $6.9B across 57 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