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Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+8.71%
1 Year Est. Return
+68.34%
3 Year Est. Return
+151.82%
5 Year Est. Return
+175.48%
10 Year Est. Return
+729.64%
AUM
$9.24B
AUM Growth
+$485M
Cap. Flow
+$7.83M
Cap. Flow %
0.08%
Top 10 Hldgs %
33.92%
Holding
259
New
39
Increased
49
Reduced
40
Closed
41

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$122M
2
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$68.2M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$64.5M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$62.9M
5
AMZN icon
Amazon
AMZN
+$62.3M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$156M
2
KRNT icon
Kornit Digital
KRNT
+$108M
3
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$85.4M
4
DE icon
Deere & Co
DE
+$80M
5
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$77.7M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Communication Services 7.57%
3 Industrials 7.52%
4 Financials 6.79%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
226
DraftKings
DKNG
$11.6B
– –
-10,000
Closed -$482K
ENB icon
227
Enbridge
ENB
$119B
– –
-3,812
Closed -$152K
EVGN icon
228
Evogene
EVGN
$5.7M
– –
0
– –
GOOG icon
229
Alphabet (Google) Class C
GOOG
$4.36T
– –
-8,000
Closed -$1.07M
HR icon
230
Healthcare Realty
HR
$7.28B
– –
-5,747
Closed -$170K
IWM icon
231
iShares Russell 2000 ETF
IWM
$79.8B
– –
-3,500
Closed -$766K
JPM icon
232
JPMorgan Chase
JPM
$935B
– –
-3,500
Closed -$573K
KBE icon
233
State Street SPDR S&P Bank ETF
KBE
$1.64B
– –
-671,350
Closed -$35.5M
KRC icon
234
Kilroy Realty
KRC
$4.52B
– –
-2,679
Closed -$179K
MAC icon
235
Macerich
MAC
$7.33B
– –
-1,085,000
Closed -$18.1M
MOS icon
236
The Mosaic Company
MOS
$7.03B
– –
-213,521
Closed -$7.63M
NET icon
237
Cloudflare
NET
$99B
– –
-50,000
Closed -$5.63M
OIH icon
238
VanEck Oil Services ETF
OIH
$2.06B
– –
-214,121
Closed -$42.2M
PDM
239
Piedmont Realty Trust
PDM
$1.21B
– –
-10,151
Closed -$177K
SNY icon
240
Sanofi
SNY
$103B
– –
-12,000
Closed -$579K
SONY icon
241
Sony
SONY
$137B
– –
-17,500
Closed -$387K
SPG icon
242
Simon Property Group
SPG
$74.4B
– –
-1,109
Closed -$144K
TTWO icon
243
Take-Two Interactive
TTWO
$45.4B
– –
-148,000
Closed -$22.8M
UBER icon
244
Uber
UBER
$143B
– –
-10,000
Closed -$448K
VRNS icon
245
Varonis Systems
VRNS
$4.59B
– –
-349,777
Closed -$21.3M
XLP icon
246
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
– –
-1,073,300
Closed -$73.9M
XLU icon
247
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
– –
-2,242,000
Closed -$71.6M
AIOT
248
PowerFleet Inc
AIOT
$526M
– –
-87,406
Closed -$586K
TBCH
249
Turtle Beach Corp
TBCH
$243M
– –
-8,500
Closed -$236K
HWELU
250
DELISTED
Healthwell Acquisition Corp. I Unit
HWELU
– –
-650,000
Closed -$6.45M
7 8 9
10
11

Similar funds

AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
BCIM
British Columbia Investment Management Victoria, British Columbia, Canada $17B AUM 31.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Clal Insurance's Q4 2021 Portfolio in Review

As of Q4 2021, Clal Insurance held 259 positions worth $9.24B, up 5.5% from $8.75B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Clal Insurance's Q4 2021 filing shows 39 new, 49 increased, 40 reduced and 41 closed positions. Its largest new stake was Tesla: 175,500 shares worth $61.8M. The largest sale was SolarEdge, an estimated $156M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Communication Services and Industrials.

  • Clal Insurance's largest Q4 2021 buy was Tesla: 175,500 shares worth $61.8M.
  • Clal Insurance added most to Nutrien in Q4 2021, an estimated $122M increase.
  • Clal Insurance's biggest Q4 2021 reduction was SolarEdge, cutting an estimated $156M.
  • Clal Insurance fully exited First Trust NASDAQ Cybersecurity ETF in Q4 2021, selling an estimated $85.4M.
  • Clal Insurance's ten largest holdings make up 34% of its $9.24B portfolio in Q4 2021.
  • Clal Insurance opened 39 new positions and closed 41 in Q4 2021.
  • Clal Insurance's portfolio value rose 5.5% quarter-over-quarter to $9.24B.

Based on Clal Insurance's 13F filing for Q4 2021, filed 10 Feb 2022.