MENORA MIVTACHIM HOLDINGS LTD.
Institutional investor · Portfolio as of Q4 2024
Top Holdings99 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 5M | $1.3B | 7.8% | $147.04 | +69.08% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.9M | $1.2B | 7.8% | $228.73 | +84.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 4.7M | $885.1M | 5.5% | $100.48 | +89.59% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6.4M | $864.3M | 5.4% | $118.81 | +15.69% | 24 qtrssince 2019-Q1 | Increased 71 |
AMAZON.COM INC | 3M | $653.2M | 4.1% | $127.08 | +74.14% | 24 qtrssince 2019-Q1 | Increased 61 |
TEVA PHARMACEUTICAL-SP ADR | 28.4M | $625.5M | 3.9% | $9.50 | +134.92% | 21 qtrssince 2019-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1M | $614.4M | 3.9% | $273.15 | +115.77% | 19 qtrssince 2020-Q2 | Decreased 0 |
FRANKLIN TEMPLETON ETF TR | 11.2M | $423M | 2.7% | $33.47 | +12.17% | 7 qtrssince 2023-Q2 | Increased 57 |
CONSUMER STAPLES SPDR | 4.6M | $365.4M | 2.3% | $76.33 | -0.05% | 8 qtrssince 2023-Q1 | Increased 79 |
MASTERCARD INC - A | 690,260 | $363.5M | 2.3% | $341.13 | +52.95% | 16 qtrssince 2021-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.5M | $355.8M | 2.2% | $146.85 | +58.88% | 6 qtrssince 2023-Q3 | Decreased 0 |
UTILITIES SELECT SECTOR SPDR | 3.9M | $296.5M | 1.9% | $37.79 | -2.53% | 8 qtrssince 2023-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 1.5M | $295.6M | 1.9% | $94.09 | +110.15% | 9 qtrssince 2022-Q4 | Decreased 0 |
NICE LTD - SPON ADR | 1.7M | $281.9M | 1.8% | $182.26 | -6.44% | 4 qtrssince 2024-Q1 | Increased 50 |
VANGUARD S&P 500 ETF | 523,233 | $281.9M | 1.8% | $531.27 | +0.59% | 8 qtrssince 2023-Q1 | Increased 78 |
ABBVIE INC | 1.6M | $276.6M | 1.7% | $117.44 | +42.82% | 19 qtrssince 2020-Q2 | Unchanged 0 |
APPLIED MATERIALS INC | 1.7M | $275.8M | 1.7% | $122.44 | +31.18% | 16 qtrssince 2021-Q1 | Decreased 0 |
INDUSTRIAL SELECT SECT SPDR | 2M | $260.1M | 1.6% | $130.04 | +0.07% | 5 qtrssince 2023-Q4 | Increased 78 |
ISHARES EXPANDED TECH-SOFTWA | 2.6M | $259M | 1.6% | $100.94 | 0.00% | 1 qtr | New 70 |
HOME DEPOT INC | 654,232 | $254.5M | 1.6% | $301.26 | +26.12% | 24 qtrssince 2019-Q1 | Decreased 0 |
MENORA MIVTACHIM HOLDINGS LTD. manages $16B across 99 positions as of Q4 2024. Top holdings: AAPL (7.8%), MSFT (7.8%), GOOGL (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 11 new positions, 7 exits, 22 increased. Top move: XLP (INCREASED, conviction 79). Portfolio: $16.0B across 99 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