MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2019
Top Holdings60 positions
BANK OF AMER CORP | 5.5M | $159.4M | 3.9% | $23.97 | +5.11% | 3 qtrssince 2019-Q1 | Increased 69 |
JPMORGAN CHASE & CO | 1.4M | $159M | 3.9% | $86.65 | +12.60% | 3 qtrssince 2019-Q1 | Increased 61 |
MYLAN NV | 6.7M | $132.5M | 3.2% | — | — | 3 qtrssince 2019-Q1 | Increased 58 |
NEXTERA ENERGY INC | 545,590 | $127.1M | 3.1% | $41.09 | +18.97% | 3 qtrssince 2019-Q1 | Increased 62 |
CISCO SYS INC | 2.5M | $122.7M | 3.0% | $42.85 | -6.13% | 3 qtrssince 2019-Q1 | Increased 69 |
VALERO ENERGY CORP | 1.4M | $121.5M | 3.0% | $63.95 | +1.91% | 3 qtrssince 2019-Q1 | Increased 69 |
MERCK & CO INC | 1.4M | $118.6M | 2.9% | $64.16 | +0.74% | 2 qtrssince 2019-Q2 | Increased 69 |
INTERNATIONAL FLAVORS&FRAGRA | 890,000 | $109.2M | 2.7% | $111.40 | -8.22% | 3 qtrssince 2019-Q1 | Increased 76 |
VISA INC | 620,677 | $106.8M | 2.6% | $148.12 | +10.46% | 3 qtrssince 2019-Q1 | Unchanged 0 |
MICROSOFT CORP | 757,403 | $105.3M | 2.6% | $110.26 | +18.56% | 3 qtrssince 2019-Q1 | Increased 52 |
MASTERCARD INCORPORATED | 384,936 | $104.5M | 2.5% | $230.43 | +13.25% | 3 qtrssince 2019-Q1 | Increased 59 |
WALMART INC | 817,250 | $97M | 2.4% | $29.25 | +22.93% | 3 qtrssince 2019-Q1 | Unchanged 0 |
HONEYWELL INTL INC | 565,560 | $95.7M | 2.3% | $136.31 | +6.31% | 3 qtrssince 2019-Q1 | Increased 60 |
THERMO FISHER SCIENTIFIC INC | 328,205 | $95.6M | 2.3% | $268.37 | +6.50% | 3 qtrssince 2019-Q1 | Increased 51 |
DELEK US HLDGS INC NEW | 2.5M | $92.1M | 2.2% | $28.88 | +1.49% | 3 qtrssince 2019-Q1 | Decreased 0 |
TEXAS INSTRS INC | 701,130 | $90.6M | 2.2% | $99.62 | +6.07% | 2 qtrssince 2019-Q2 | Increased 78 |
T-MOBILE US INC | 1.1M | $90.2M | 2.2% | $67.13 | +11.07% | 3 qtrssince 2019-Q1 | Increased 60 |
RIO TINTO PLC | 1.7M | $87.8M | 2.1% | $34.35 | -6.56% | 3 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC | 70,773 | $86.4M | 2.1% | $58.25 | +3.82% | 3 qtrssince 2019-Q1 | Unchanged 0 |
SOLAREDGE TECHNOLOGIES INC | 1M | $85.5M | 2.1% | $37.68 | +117.83% | 3 qtrssince 2019-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $4.1B across 60 positions as of Q3 2019. Top holdings: BAC (3.9%), JPM (3.9%), MYL (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 2 new positions, 11 exits, 28 increased. Top move: TXN (INCREASED, conviction 78). Portfolio: $4.1B across 60 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