MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2022
Top Holdings61 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.5M | $586.6M | 11.1% | $213.03 | +8.58% | 15 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.5M | $477.7M | 9.0% | $115.17 | +17.70% | 15 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.5M | $434.7M | 8.2% | $97.02 | -0.34% | 15 qtrssince 2019-Q1 | Increased 98 |
AMAZON.COM INC | 2.7M | $303.9M | 5.7% | $110.43 | +3.96% | 15 qtrssince 2019-Q1 | Increased 63 |
MASTERCARD INC - A | 1.1M | $300.3M | 5.7% | $338.18 | -16.94% | 7 qtrssince 2021-Q1 | Increased 72 |
APPLIED MATERIALS INC | 2.8M | $232M | 4.4% | $119.60 | -33.65% | 7 qtrssince 2021-Q1 | Increased 67 |
TEVA PHARMACEUTICAL-SP ADR | 23.3M | $188.1M | 3.5% | $9.35 | -16.34% | 12 qtrssince 2019-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 313,095 | $158.8M | 3.0% | $325.94 | +57.01% | 15 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 543,832 | $150.1M | 2.8% | $246.86 | +3.84% | 15 qtrssince 2019-Q1 | Increased 63 |
HONEYWELL INTL INC | 886,140 | $148M | 2.8% | $153.83 | -2.79% | 15 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $142.8M | 2.7% | $263.94 | -48.68% | 10 qtrssince 2020-Q2 | Decreased 0 |
OTIS WORLDWIDE CORP | 2.2M | $138.3M | 2.6% | $58.02 | +2.57% | 10 qtrssince 2020-Q2 | Increased 62 |
WALMART INC | 997,048 | $129.3M | 2.4% | $37.28 | +13.57% | 15 qtrssince 2019-Q1 | Increased 66 |
PROLOGIS INC | 1.2M | $125.9M | 2.4% | $88.94 | +2.79% | 9 qtrssince 2020-Q3 | Increased 74 |
ABBVIE INC | 931,370 | $125M | 2.4% | $89.08 | +30.54% | 10 qtrssince 2020-Q2 | Unchanged 0 |
DEERE AND CO | 370,100 | $123.6M | 2.3% | $293.45 | +11.12% | 8 qtrssince 2020-Q4 | Increased 57 |
NOVA LTD | 1.3M | $115M | 2.2% | $45.17 | +92.87% | 15 qtrssince 2019-Q1 | Increased 57 |
ABBOTT LABORATORIES | 1.2M | $114.1M | 2.2% | $97.58 | -8.60% | 9 qtrssince 2020-Q3 | Unchanged 0 |
NEXTERA ENERGY INC | 1.4M | $109.3M | 2.1% | — | — | — | — |
ACTIVISION BLIZZARD INC | 1.3M | $97.9M | 1.8% | — | — | 5 qtrssince 2021-Q3 | Unchanged 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $5.3B across 61 positions as of Q3 2022. Top holdings: MSFT (11.1%), AAPL (9.0%), GOOGL (8.2%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Increased 22, trimmed 17. Top move: GOOGL (INCREASED, conviction 98). Portfolio: $5.3B across 61 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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