MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2023
Top Holdings97 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.8M | $1.1B | 9.0% | $221.46 | +67.31% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.2M | $801.1M | 6.7% | $125.64 | +51.40% | 20 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC-CL A | 5M | $704.6M | 5.9% | $99.76 | +38.98% | 20 qtrssince 2019-Q1 | Increased 64 |
APPLIED MATERIALS INC | 3.2M | $520.4M | 4.4% | $121.24 | +31.00% | 12 qtrssince 2021-Q1 | Increased 60 |
MASTERCARD INC - A | 1M | $428.8M | 3.6% | $338.46 | +24.39% | 12 qtrssince 2021-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.2M | $417.3M | 3.5% | $262.53 | +33.89% | 15 qtrssince 2020-Q2 | Increased 60 |
AMAZON.COM INC | 2.7M | $406.4M | 3.4% | $114.58 | +32.61% | 20 qtrssince 2019-Q1 | Increased 63 |
FRANKLIN TEMPLETON ETF TR | 9.5M | $333M | 2.8% | $31.51 | +8.42% | 3 qtrssince 2023-Q2 | Increased 74 |
UNITEDHEALTH GROUP INC | 632,416 | $332.9M | 2.8% | $472.35 | +7.10% | 5 qtrssince 2022-Q4 | Increased 60 |
TEVA PHARMACEUTICAL-SP ADR | 28.1M | $293.7M | 2.5% | $9.33 | +11.89% | 17 qtrssince 2019-Q4 | Unchanged 0 |
ABBOTT LABORATORIES | 2.7M | $291.9M | 2.5% | $98.12 | +5.97% | 14 qtrssince 2020-Q3 | Increased 59 |
WALMART INC | 1.8M | $290.6M | 2.4% | $42.80 | +20.20% | 20 qtrssince 2019-Q1 | Increased 60 |
JPMORGAN CHASE & CO | 1.6M | $265.7M | 2.2% | $142.84 | +13.39% | 2 qtrssince 2023-Q3 | Increased 67 |
ISHARES MSCI EMR MRK EX CHNA | 4.5M | $247.8M | 2.1% | $46.31 | +13.11% | 4 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.3M | $238.5M | 2.0% | $88.42 | +14.43% | 5 qtrssince 2022-Q4 | Increased 69 |
THERMO FISHER SCIENTIFIC INC | 423,889 | $225M | 1.9% | $391.33 | +34.79% | 20 qtrssince 2019-Q1 | Unchanged 0 |
OTIS WORLDWIDE CORP | 2.5M | $220.2M | 1.9% | $61.04 | +39.38% | 15 qtrssince 2020-Q2 | Increased 53 |
MONDELEZ INTERNATIONAL INC-A | 3M | $214.4M | 1.8% | $57.90 | +18.06% | 14 qtrssince 2020-Q3 | Increased 59 |
HOME DEPOT INC | 603,932 | $209.3M | 1.8% | $261.43 | +26.24% | 20 qtrssince 2019-Q1 | Increased 57 |
FRANKLIN TEMPLETON ETF TR | 9M | $204.5M | 1.7% | $18.50 | +11.24% | 4 qtrssince 2023-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $11.9B across 97 positions as of Q4 2023. Top holdings: MSFT (9.0%), AAPL (6.7%), GOOGL (5.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 8 new positions, 6 exits, 27 increased. Top move: FLIN (INCREASED, conviction 74). Portfolio: $11.9B across 97 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