MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2022
Top Holdings62 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.6M | $613.6M | 10.3% | $213.36 | +9.78% | 16 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 3.4M | $444.5M | 7.5% | $115.17 | +10.84% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.7M | $413.5M | 7.0% | $96.73 | -9.47% | 16 qtrssince 2019-Q1 | Increased 62 |
MASTERCARD INC - A | 1.1M | $366M | 6.2% | $338.18 | +0.88% | 8 qtrssince 2021-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 3M | $288.9M | 4.9% | $118.46 | -20.18% | 8 qtrssince 2021-Q1 | Increased 59 |
AMAZON.COM INC | 2.7M | $223.6M | 3.8% | $110.43 | -23.93% | 16 qtrssince 2019-Q1 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 386,195 | $212.7M | 3.6% | $367.55 | +48.50% | 16 qtrssince 2019-Q1 | Increased 68 |
TEVA PHARMACEUTICAL-SP ADR | 23.3M | $212.2M | 3.6% | $9.35 | -2.43% | 13 qtrssince 2019-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 1.7M | $183.3M | 3.1% | $98.78 | +2.93% | 10 qtrssince 2020-Q3 | Increased 75 |
OTIS WORLDWIDE CORP | 2.2M | $174.2M | 2.9% | $58.41 | +25.52% | 11 qtrssince 2020-Q2 | Increased 54 |
HOME DEPOT INC | 543,832 | $171.8M | 2.9% | $246.86 | +18.55% | 16 qtrssince 2019-Q1 | Unchanged 0 |
HONEYWELL INTL INC | 705,685 | $151.2M | 2.5% | $153.83 | +23.09% | 16 qtrssince 2019-Q1 | Decreased 0 |
ABBVIE INC | 931,370 | $150.5M | 2.5% | $89.08 | +58.79% | 11 qtrssince 2020-Q2 | Unchanged 0 |
ADOBE INC | 426,772 | $143.6M | 2.4% | $382.35 | -11.98% | 4 qtrssince 2022-Q1 | Increased 66 |
WALMART INC | 984,063 | $139.5M | 2.4% | $37.28 | +22.23% | 16 qtrssince 2019-Q1 | Decreased 0 |
PROLOGIS INC | 1.2M | $137.5M | 2.3% | $88.94 | +15.28% | 10 qtrssince 2020-Q3 | Decreased 0 |
DEERE AND CO | 306,777 | $131.5M | 2.2% | $293.45 | +40.11% | 9 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.1M | $126.6M | 2.1% | $263.94 | -54.72% | 11 qtrssince 2020-Q2 | Unchanged 0 |
ACTIVISION BLIZZARD INC | 1.6M | $122.7M | 2.1% | — | — | 6 qtrssince 2021-Q3 | Increased 62 |
SOLAREDGE TECHNOLOGIES INC | 420,672 | $119.2M | 2.0% | $146.19 | +93.77% | 16 qtrssince 2019-Q1 | Increased 57 |
MENORA MIVTACHIM HOLDINGS LTD. manages $5.9B across 62 positions as of Q4 2022. Top holdings: MSFT (10.3%), AAPL (7.5%), GOOGL (7.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Added 5 new positions, exited 4, increased 17, trimmed 15. Top move: ABT (INCREASED, conviction 75). Portfolio: $5.9B across 62 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