MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2021
Top Holdings59 positions
Microsoft Corp. | 2.3M | $777.8M | 10.6% | $206.98 | +56.23% | 12 qtrssince 2019-Q1 | Increased 75 |
Apple Inc. | 3.7M | $664M | 9.0% | $94.64 | +83.27% | 12 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 154,698 | $448.2M | 6.1% | $91.02 | +57.64% | 12 qtrssince 2019-Q1 | Increased 80 |
Amazon.com, Inc. | 133,575 | $445.4M | 6.1% | $136.18 | +22.43% | 12 qtrssince 2019-Q1 | Increased 64 |
MasterCard Incorporated | 922,850 | $331.6M | 4.5% | $347.42 | +0.54% | 4 qtrssince 2021-Q1 | Increased 72 |
Meta Platforms Inc | 981,274 | $330.1M | 4.5% | $281.74 | +18.25% | 7 qtrssince 2020-Q2 | Increased 81 |
APPLIED MATLS INC | 1.8M | $276M | 3.8% | $131.29 | +15.31% | 4 qtrssince 2021-Q1 | Increased 66 |
NVIDIA Corp. | 813,780 | $239.3M | 3.3% | $8.18 | +258.22% | 12 qtrssince 2019-Q1 | Decreased 0 |
Thermo Fisher Scientific Inc | 294,695 | $196.6M | 2.7% | $314.07 | +109.52% | 12 qtrssince 2019-Q1 | Decreased 0 |
SONY CORP | 1.5M | $195M | 2.7% | $11.55 | +113.97% | 12 qtrssince 2019-Q1 | Decreased 0 |
Deere & Company | 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% | $86.07 | +69.49% | 6 qtrssince 2020-Q3 | Unchanged 0 |
TEVA PHARMACEUTICAL INDS LTD | 23M | $184.2M | 2.5% | $9.50 | -15.67% | 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 | 893,120 | $148.9M | 2.0% | $90.20 | +68.90% | 12 qtrssince 2019-Q1 | Increased 52 |
BP PLC | 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% | $210.06 | +74.78% | 12 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 1.5M | $144.6M | 2.0% | $41.09 | +99.52% | 12 qtrssince 2019-Q1 | Unchanged 0 |
Nova Ltd | 958,469 | $140.4M | 1.9% | $26.09 | +461.46% | 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: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
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
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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
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