MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2021
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.7M | $529.8M | 7.7% | $115.17 | +19.84% | 11 qtrssince 2019-Q1 | Increased 62 |
MICROSOFT CORP | 1.9M | $524.3M | 7.7% | $180.07 | +52.33% | 11 qtrssince 2019-Q1 | Increased 65 |
AMAZON.COM INC | 126,075 | $414.2M | 6.1% | $134.46 | +22.76% | 11 qtrssince 2019-Q1 | Increased 68 |
ALPHABET INC-CL A | 110,948 | $296.6M | 4.3% | $70.25 | +89.84% | 11 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 709,050 | $246.5M | 3.6% | $350.82 | -1.93% | 3 qtrssince 2021-Q1 | Increased 65 |
NVIDIA CORP | 1.2M | $244.6M | 3.6% | $17.41 | +17.58% | 11 qtrssince 2019-Q1 | Increased 91 |
META PLATFORMS INC-CLASS A | 622,274 | $211.2M | 3.1% | $250.66 | +34.55% | 6 qtrssince 2020-Q2 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 354,195 | $202.4M | 3.0% | $314.33 | +82.28% | 11 qtrssince 2019-Q1 | Unchanged 0 |
BP PLC-SPONS ADR | 7.2M | $198.1M | 2.9% | $20.97 | +4.48% | 2 qtrssince 2021-Q2 | Decreased 0 |
FREEPORT-MCMORAN INC | 6.1M | $197.3M | 2.9% | $7.58 | +300.58% | 7 qtrssince 2020-Q1 | Increased 52 |
APPLIED MATERIALS INC | 1.5M | $192.9M | 2.8% | $127.87 | -3.30% | 3 qtrssince 2021-Q1 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 19.6M | $190.6M | 2.8% | $9.60 | +3.85% | 8 qtrssince 2019-Q4 | Increased 62 |
DEERE AND CO | 554,000 | $185.6M | 2.7% | $290.25 | +14.16% | 4 qtrssince 2020-Q4 | Unchanged 0 |
HOME DEPOT INC | 539,392 | $177.1M | 2.6% | $215.38 | +40.81% | 11 qtrssince 2019-Q1 | Unchanged 0 |
SONY CORP-SPONSORED ADR | 1.5M | $170.9M | 2.5% | $11.71 | +86.15% | 11 qtrssince 2019-Q1 | Decreased 0 |
OTIS WORLDWIDE CORP | 2M | $162.8M | 2.4% | $55.49 | +36.46% | 6 qtrssince 2020-Q2 | Decreased 0 |
ABBOTT LABORATORIES | 1.3M | $156.6M | 2.3% | $97.55 | +9.87% | 5 qtrssince 2020-Q3 | Decreased 0 |
WALMART INC | 1.1M | $151.6M | 2.2% | $34.61 | +27.89% | 11 qtrssince 2019-Q1 | Increased 52 |
PROLOGIS INC | 1.1M | $140.9M | 2.1% | $87.52 | +27.61% | 5 qtrssince 2020-Q3 | Unchanged 0 |
HONEYWELL INTL INC | 662,020 | $140.5M | 2.1% | $151.81 | +22.03% | 11 qtrssince 2019-Q1 | Increased 70 |
MENORA MIVTACHIM HOLDINGS LTD. manages $6.8B across 59 positions as of Q3 2021. Top holdings: AAPL (7.7%), MSFT (7.7%), AMZN (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, exited 2, increased 13, trimmed 18. Top move: NVDA (INCREASED, conviction 91). Portfolio: $6.8B across 59 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