MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2023
Top Holdings97 positions
MICROSOFT CORP | 2.8M | $1.1B | 9.0% | $219.56 | +67.69% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 4.2M | $801.1M | 6.7% | $109.46 | +73.78% | 20 qtrssince 2019-Q1 | Increased 63 |
ALPHABET INC | 5M | $704.6M | 5.9% | $104.17 | +32.84% | 20 qtrssince 2019-Q1 | Increased 64 |
APPLIED MATLS INC | 3.2M | $520.4M | 4.4% | $121.24 | +31.00% | 12 qtrssince 2021-Q1 | Increased 60 |
MASTERCARD INCORPORATED | 1M | $428.8M | 3.6% | $334.84 | +25.31% | 12 qtrssince 2021-Q1 | Decreased 0 |
META PLATFORMS INC | 1.2M | $417.3M | 3.5% | $260.67 | +34.50% | 15 qtrssince 2020-Q2 | Increased 60 |
AMAZON COM INC | 2.7M | $406.4M | 3.4% | $135.83 | +11.86% | 20 qtrssince 2019-Q1 | Increased 63 |
FRANKLIN TEMPLETON ETF TR | 9.5M | $333M | 2.8% | $31.60 | +8.10% | 3 qtrssince 2023-Q2 | Increased 74 |
UNITEDHEALTH GROUP INC | 632,416 | $332.9M | 2.8% | $464.52 | +6.80% | 5 qtrssince 2022-Q4 | Increased 60 |
TEVA PHARMACEUTICAL-SP ADR | 28.1M | $293.7M | 2.5% | $9.46 | +10.38% | 17 qtrssince 2019-Q4 | Unchanged 0 |
ABBOTT LABORATORIES | 2.7M | $291.9M | 2.5% | $97.52 | +5.97% | 14 qtrssince 2020-Q3 | Increased 59 |
WALMART INC | 1.8M | $290.6M | 2.4% | $42.52 | +20.20% | 20 qtrssince 2019-Q1 | Increased 60 |
JPMORGAN CHASE & CO | 1.6M | $265.7M | 2.2% | $141.47 | +13.39% | 2 qtrssince 2023-Q3 | Increased 67 |
ISHARES INC | 4.5M | $247.8M | 2.1% | $46.31 | +13.11% | 4 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR MANUFAC | 2.3M | $238.5M | 2.0% | $87.83 | +14.30% | 5 qtrssince 2022-Q4 | Increased 69 |
THERMO FISHER SCIENTIFIC INC | 423,889 | $225M | 1.9% | $391.42 | +34.39% | 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 INTL INC | 3M | $214.4M | 1.8% | $56.80 | +17.28% | 14 qtrssince 2020-Q3 | Increased 59 |
HOME DEPOT INC | 603,932 | $209.3M | 1.8% | $252.91 | +27.72% | 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 Score: 4/5.0.
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
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
Verify source filings on SEC EDGAR