MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2019
Top Holdings57 positions
BK OF AMERICA CORP | 4.8M | $168.2M | 4.0% | $23.97 | +26.60% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.2M | $164.2M | 3.9% | $86.65 | +34.44% | 4 qtrssince 2019-Q1 | Decreased 0 |
Cisco Systems, Inc. | 3.1M | $149.9M | 3.6% | $42.16 | -6.33% | 4 qtrssince 2019-Q1 | Increased 68 |
Microsoft Corp. | 928,213 | $146.4M | 3.5% | $117.35 | +26.79% | 4 qtrssince 2019-Q1 | Increased 67 |
Merck & Co., Inc | 1.6M | $142.9M | 3.4% | $64.80 | +8.51% | 3 qtrssince 2019-Q2 | Increased 62 |
NextEra Energy Inc | 545,590 | $132.1M | 3.2% | $41.09 | +24.32% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Visa Inc | 697,427 | $131M | 3.1% | $151.52 | +18.15% | 4 qtrssince 2019-Q1 | Increased 62 |
MasterCard Incorporated | 433,036 | $129.3M | 3.1% | $236.75 | +21.35% | 4 qtrssince 2019-Q1 | Increased 62 |
HONEYWELL INTL INC | 709,090 | $125.5M | 3.0% | $139.55 | +9.16% | 4 qtrssince 2019-Q1 | Increased 63 |
INTERNATIONAL FLAVORS&FRAGRA | 890,000 | $114.8M | 2.7% | $111.40 | -2.97% | 4 qtrssince 2019-Q1 | Unchanged 0 |
VALERO ENERGY CORP | 1.2M | $113.5M | 2.7% | $64.31 | +12.37% | 4 qtrssince 2019-Q1 | Decreased 0 |
RIO TINTO PLC SPONSORED ADR | 1.7M | $100.6M | 2.4% | $34.36 | +6.33% | 4 qtrssince 2019-Q1 | Increased 51 |
NIKE INC | 985,140 | $99.8M | 2.4% | $78.84 | +15.49% | 4 qtrssince 2019-Q1 | Increased 65 |
UROGEN PHARMA LTD COM | 3M | $98.6M | 2.4% | $36.94 | -7.99% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Walmart Inc | 817,250 | $97.1M | 2.3% | $29.25 | +23.65% | 4 qtrssince 2019-Q1 | Unchanged 0 |
NVIDIA Corp. | 404,387 | $95.2M | 2.3% | $4.44 | +31.53% | 4 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 70,773 | $94.8M | 2.3% | $58.25 | +13.88% | 4 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 320,950 | $94.2M | 2.2% | $45.59 | +55.00% | 4 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 49,870 | $92.2M | 2.2% | $89.50 | +3.23% | 4 qtrssince 2019-Q1 | Increased 66 |
CME Group Inc. | 458,960 | $92.1M | 2.2% | $139.56 | +14.34% | 4 qtrssince 2019-Q1 | Increased 60 |
MENORA MIVTACHIM HOLDINGS LTD. manages $4.2B across 57 positions as of Q4 2019. Top holdings: BAC (4.0%), JPM (3.9%), CSCO (3.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 5 new positions, 8 exits, 14 increased. Top move: CSCO (INCREASED, conviction 68). Portfolio: $4.2B across 57 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