MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2024
Top Holdings95 positions
MICROSOFT CORP | 2.9M | $1.3B | 8.0% | $226.84 | +86.74% | 23 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 5M | $1.2B | 7.3% | $134.74 | +71.49% | 23 qtrssince 2019-Q1 | Increased 67 |
ALPHABET INC | 4.9M | $814.3M | 5.1% | $104.84 | +57.09% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 1.2M | $678.8M | 4.3% | $271.31 | +109.62% | 18 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORPORATION | 5.5M | $673M | 4.2% | $45.20 | +167.95% | 23 qtrssince 2019-Q1 | Increased 71 |
APPLIED MATLS INC | 2.6M | $532.5M | 3.4% | $122.44 | +62.60% | 15 qtrssince 2021-Q1 | Decreased 0 |
AMAZON COM INC | 2.9M | $531.3M | 3.3% | $141.88 | +31.33% | 23 qtrssince 2019-Q1 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 28.8M | $519.7M | 3.3% | $9.63 | +87.22% | 20 qtrssince 2019-Q4 | Unchanged 0 |
FRANKLIN FTSE INDIA ETF | 10.4M | $436.2M | 2.7% | $33.20 | +24.71% | 6 qtrssince 2023-Q2 | Increased 62 |
MASTERCARD INCORPORATED | 850,269 | $419.9M | 2.6% | $337.56 | +44.55% | 15 qtrssince 2021-Q1 | Decreased 0 |
WALMART INC | 4.8M | $387.4M | 2.4% | $42.65 | +85.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $332.6M | 2.1% | $145.45 | +39.13% | 5 qtrssince 2023-Q3 | Decreased 0 |
SELECT SECTOR SPDR TR | 4.1M | $327.5M | 2.1% | $37.16 | +2.67% | 7 qtrssince 2023-Q1 | Increased 86 |
HOME DEPOT INC | 779,180 | $315.7M | 2.0% | $294.53 | +30.69% | 23 qtrssince 2019-Q1 | Increased 66 |
UNITEDHEALTH GROUP INC | 539,721 | $315.6M | 2.0% | $464.80 | +19.93% | 8 qtrssince 2022-Q4 | Decreased 0 |
OTIS WORLDWIDE CORP | 3M | $310.9M | 2.0% | $68.22 | +46.64% | 18 qtrssince 2020-Q2 | Increased 58 |
ABBVIE INC | 1.6M | $307.4M | 1.9% | $116.73 | +57.46% | 18 qtrssince 2020-Q2 | Increased 49 |
TAIWAN SEMICONDUCTOR MANUFAC | 1.6M | $283.4M | 1.8% | $93.20 | +81.85% | 8 qtrssince 2022-Q4 | Increased 52 |
NICE LTD | 1.6M | $281.9M | 1.8% | $183.32 | -5.26% | 3 qtrssince 2024-Q1 | Increased 69 |
NOVA LTD | 1.3M | $269M | 1.7% | $48.90 | +326.03% | 23 qtrssince 2019-Q1 | Unchanged 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $15.9B across 95 positions as of Q3 2024. Top holdings: MSFT (8.0%), AAPL (7.3%), GOOGL (5.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 9 new positions, 10 exits, 35 increased. Top move: XLU (INCREASED, conviction 86). Portfolio: $15.9B 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
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
Verify source filings on SEC EDGAR