MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q2 2023
Top Holdings95 positions
Microsoft Corp. | 2.8M | $960.9M | 8.9% | $217.71 | +52.51% | 18 qtrssince 2019-Q1 | Increased 62 |
Apple Inc. | 4.1M | $790.3M | 7.3% | $107.83 | +77.25% | 18 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 4.8M | $579.4M | 5.4% | $102.78 | +15.37% | 18 qtrssince 2019-Q1 | Increased 66 |
APPLIED MATLS INC | 3.1M | $450.4M | 4.2% | $119.54 | +17.98% | 10 qtrssince 2021-Q1 | Increased 60 |
MasterCard Incorporated | 1M | $393.5M | 3.6% | $334.55 | +15.32% | 10 qtrssince 2021-Q1 | Decreased 0 |
SELECT SECTOR SPDR TR | 2.6M | $343.6M | 3.2% | $122.14 | +2.95% | 2 qtrssince 2023-Q1 | Decreased 0 |
Meta Platforms Inc | 1.1M | $321.5M | 3.0% | $256.21 | +10.95% | 13 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 2.4M | $313.6M | 2.9% | $134.08 | -2.78% | 18 qtrssince 2019-Q1 | Increased 53 |
SELECT SECTOR SPDR TR | 7.4M | $248.4M | 2.3% | $30.42 | +5.32% | 2 qtrssince 2023-Q1 | Decreased 0 |
FRANKLIN FTSE SOUTH KOREA ETF | 11.1M | $239.8M | 2.2% | $18.54 | +3.15% | 2 qtrssince 2023-Q1 | Increased 57 |
SPDR SER TR | 1.9M | $239.2M | 2.2% | $119.54 | +0.01% | 2 qtrssince 2023-Q1 | Increased 85 |
ISHARES MSCI EMERGING MARKETS EX CHINA ETF | 4.5M | $233.6M | 2.2% | $46.28 | +4.34% | 2 qtrssince 2023-Q1 | Increased 65 |
Walmart Inc | 1.5M | $229.9M | 2.1% | $40.23 | +25.76% | 18 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 420,485 | $219.4M | 2.0% | $390.53 | +32.22% | 18 qtrssince 2019-Q1 | Increased 62 |
UnitedHealth Group Inc. | 430,141 | $206.7M | 1.9% | $456.71 | -1.55% | 3 qtrssince 2022-Q4 | Increased 57 |
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 2.7M | $201.2M | 1.9% | $67.93 | -0.02% | 2 qtrssince 2023-Q1 | Decreased 0 |
Abbott Laboratories | 1.8M | $200.8M | 1.9% | $99.36 | +2.58% | 12 qtrssince 2020-Q3 | Increased 58 |
Tesla Inc | 766,650 | $200.7M | 1.9% | $261.77 | 0.00% | 1 qtr | New 70 |
TEVA PHARMACEUTICAL INDS LTD | 26.6M | $200.1M | 1.8% | $9.41 | -20.02% | 15 qtrssince 2019-Q4 | Decreased 0 |
OTIS WORLDWIDE CORP | 2.2M | $196.4M | 1.8% | $58.41 | +43.74% | 13 qtrssince 2020-Q2 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $10.8B across 95 positions as of Q2 2023. Top holdings: MSFT (8.9%), AAPL (7.3%), GOOGL (5.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 11 new positions, 9 exits, 24 increased. Top move: XOP (INCREASED, conviction 85). Portfolio: $10.8B across 95 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