MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q3 2024
Top Holdings95 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.9M | $1.3B | 8.0% | $228.73 | +85.39% | 23 qtrssince 2019-Q1 | Increased 63 |
APPLE INC | 5M | $1.2B | 7.3% | $147.04 | +57.15% | 23 qtrssince 2019-Q1 | Increased 67 |
ALPHABET INC-CL A | 4.9M | $814.3M | 5.1% | $100.48 | +62.35% | 23 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $678.8M | 4.3% | $273.15 | +106.89% | 18 qtrssince 2020-Q2 | Decreased 0 |
NVIDIA CORP | 5.5M | $673M | 4.2% | $115.80 | +4.80% | 23 qtrssince 2019-Q1 | Increased 71 |
APPLIED MATERIALS 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% | $122.92 | +52.92% | 23 qtrssince 2019-Q1 | Decreased 0 |
TEVA PHARMACEUTICAL-SP ADR | 28.8M | $519.7M | 3.3% | $9.50 | +83.77% | 20 qtrssince 2019-Q4 | Unchanged 0 |
FRANKLIN TEMPLETON ETF TR | 10.4M | $436.2M | 2.7% | $33.17 | +25.86% | 6 qtrssince 2023-Q2 | Increased 62 |
MASTERCARD INC - A | 850,269 | $419.9M | 2.6% | $341.13 | +43.48% | 15 qtrssince 2021-Q1 | Decreased 0 |
WALMART INC | 4.8M | $387.4M | 2.4% | $53.71 | +46.81% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $332.6M | 2.1% | $146.85 | +38.89% | 5 qtrssince 2023-Q3 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 4.1M | $327.5M | 2.1% | $37.79 | +2.60% | 7 qtrssince 2023-Q1 | Increased 86 |
HOME DEPOT INC | 779,180 | $315.7M | 2.0% | $301.26 | +28.71% | 23 qtrssince 2019-Q1 | Increased 66 |
UNITEDHEALTH GROUP INC | 539,721 | $315.6M | 2.0% | $472.73 | +19.67% | 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% | $117.44 | +57.46% | 18 qtrssince 2020-Q2 | Increased 49 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.6M | $283.4M | 1.8% | $94.09 | +86.04% | 8 qtrssince 2022-Q4 | Increased 52 |
NICE LTD - SPON ADR | 1.6M | $281.9M | 1.8% | $182.53 | -6.08% | 3 qtrssince 2024-Q1 | Increased 69 |
NOVA LTD | 1.3M | $269M | 1.7% | $49.23 | +325.78% | 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 Rating: 2/5.0.
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
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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