MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2021
Top Holdings59 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.3M | $777.8M | 10.6% | $209.09 | +57.02% | 12 qtrssince 2019-Q1 | Increased 75 |
APPLE INC | 3.7M | $664M | 9.0% | $115.17 | +50.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 154,698 | $448.2M | 6.1% | $91.41 | +58.73% | 12 qtrssince 2019-Q1 | Increased 80 |
AMAZON.COM INC | 133,575 | $445.4M | 6.1% | $136.38 | +23.65% | 12 qtrssince 2019-Q1 | Increased 64 |
MASTERCARD INC - A | 922,850 | $331.6M | 4.5% | $351.12 | +0.28% | 4 qtrssince 2021-Q1 | Increased 72 |
META PLATFORMS INC-CLASS A | 981,274 | $330.1M | 4.5% | $284.06 | +20.38% | 7 qtrssince 2020-Q2 | Increased 81 |
APPLIED MATERIALS INC | 1.8M | $276M | 3.8% | $131.29 | +15.31% | 4 qtrssince 2021-Q1 | Increased 66 |
NVIDIA CORP | 813,780 | $239.3M | 3.3% | $17.41 | +69.62% | 12 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 294,695 | $196.6M | 2.7% | $314.33 | +109.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
SONY CORP-SPONSORED ADR | 1.5M | $195M | 2.7% | $11.71 | +110.23% | 12 qtrssince 2019-Q1 | Decreased 0 |
DEERE AND CO | 554,000 | $190M | 2.6% | $290.25 | +11.62% | 5 qtrssince 2020-Q4 | Unchanged 0 |
FREEPORT-MCMORAN INC | 4.5M | $189.7M | 2.6% | $7.58 | +414.95% | 8 qtrssince 2020-Q1 | Decreased 0 |
PROLOGIS INC | 1.1M | $189.1M | 2.6% | $87.52 | +70.19% | 6 qtrssince 2020-Q3 | Unchanged 0 |
TEVA PHARMACEUTICAL-SP ADR | 23M | $184.2M | 2.5% | $9.35 | -15.48% | 9 qtrssince 2019-Q4 | Increased 61 |
ABBOTT LABORATORIES | 1.2M | $165.5M | 2.3% | $97.55 | +31.41% | 6 qtrssince 2020-Q3 | Decreased 0 |
NIKE INC -CL B | 893,120 | $148.9M | 2.0% | $92.53 | +69.82% | 12 qtrssince 2019-Q1 | Increased 52 |
BP PLC-SPONS ADR | 5.5M | $147.7M | 2.0% | $20.97 | +4.10% | 3 qtrssince 2021-Q2 | Decreased 0 |
HOME DEPOT INC | 350,742 | $145.6M | 2.0% | $215.38 | +72.03% | 12 qtrssince 2019-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 1.5M | $144.6M | 2.0% | — | — | — | — |
NOVA LTD | 958,469 | $140.4M | 1.9% | $26.04 | +451.74% | 12 qtrssince 2019-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $7.4B across 59 positions as of Q4 2021. Top holdings: MSFT (10.6%), AAPL (9.0%), GOOGL (6.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 3 new positions, exited 4, increased 15, trimmed 21. Top move: META (INCREASED, conviction 81). Portfolio: $7.4B 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
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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer