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CI

Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+5.22%
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
$11.3B
AUM Growth
+$1.74B
Cap. Flow
+$1.24B
Cap. Flow %
10.94%
Top 10 Hldgs %
48.19%
Holding
137
New
11
Increased
25
Reduced
30
Closed
14

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$491M
2
FXI icon
iShares China Large-Cap ETF
FXI
+$233M
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$223M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$160M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$147M

Top Sells

Rank Stock Value
1
KLAC icon
KLA
KLAC
+$243M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$144M
3
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$96.7M
4
AAPL icon
Apple
AAPL
+$63.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$63.1M

Sector Composition

Rank Sector Weight
1 Technology 22.82%
2 Healthcare 6.78%
3 Communication Services 6.19%
4 Utilities 3.7%
5 Industrials 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAMT icon
26
Camtek
CAMT
$5.92B
$122M 1.08%
1,515,452
+268,258
+22% +$26.2M
NTR icon
27
Nutrien
NTR
$33.9B
$121M 1.07%
2,495,282
+1,100,000
+79% +$53M
TAN icon
28
Invesco Solar ETF
TAN
$1.37B
$112M 0.99%
2,600,000
+1,750,000
+206% +$71.6M
DIS icon
29
Walt Disney
DIS
$171B
$111M 0.99%
1,158,881
+216,822
+23% +$19.9M
TSM icon
30
TSMC
TSM
$1.94T
$107M 0.95%
618,000
-103,789
-14% -$17.7M
XLU icon
31
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$107M 0.95%
2,647,800
-1,354,200
-34% -$50.2M
AMD icon
32
Advanced Micro Devices
AMD
$700B
$99.8M 0.88%
608,000
-113,000
-16% -$17.2M
AMT icon
33
American Tower
AMT
$83.5B
$82.9M 0.73%
356,511
– –
ICL icon
34
ICL Group
ICL
$6.58B
$81.4M 0.72%
19,021,004
-3,844,605
-17% -$16.3M
IWM icon
35
iShares Russell 2000 ETF
IWM
$79.1B
$78.4M 0.69%
355,000
-295,000
-45% -$63.1M
ADBE icon
36
Adobe
ADBE
$105B
$76.8M 0.68%
148,418
-500
-0.3% -$274K
MA icon
37
Mastercard
MA
$498B
$76.5M 0.68%
154,845
– –
KEN icon
38
Kenon Holdings
KEN
$3.33B
$76.3M 0.67%
2,694,216
+97,256
+4% +$2.45M
LLY icon
39
Eli Lilly
LLY
$1.08T
$75.1M 0.66%
84,800
+13,200
+18% +$11.9M
MU icon
40
Micron Technology
MU
$835B
$72.1M 0.64%
695,000
+295,000
+74% +$30.9M
V icon
41
Visa
V
$701B
$68.5M 0.61%
249,112
– –
CLBT icon
42
Cellebrite
CLBT
$3.76B
$66.8M 0.59%
3,965,947
-3,688,828
-48% -$54.7M
FORTY
43
Formula Systems
FORTY
$1.66B
$66.3M 0.59%
824,703
– –
PFE icon
44
Pfizer
PFE
$143B
$66M 0.58%
2,279,410
– –
EPI icon
45
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$60.6M 0.54%
1,200,000
– –
XSOE icon
46
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$59.8M 0.53%
1,809,401
– –
AER icon
47
AerCap
AER
$23.4B
$58.1M 0.51%
612,941
– –
URNM icon
48
Sprott Uranium Miners ETF
URNM
$1.71B
$56.3M 0.5%
1,227,000
+727,000
+145% +$32M
CIEN icon
49
Ciena
CIEN
$46.8B
$51.7M 0.46%
838,933
– –
FCX icon
50
Freeport-McMoran
FCX
$86.2B
$49.9M 0.44%
1,000,000
+226,160
+29% +$10.2M
1
2
3 4 5

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 Q3 2024 Portfolio in Review

As of Q3 2024, Clal Insurance held 137 positions worth $11.3B, up 18% from $9.57B the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Clal Insurance deployed $1.24B of net new capital in Q3 2024, opening 11 new positions and adding to 25 existing holdings. Its largest new stake was iShares China Large-Cap ETF: 8,800,000 shares worth $280M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 29% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was KLA, an estimated $243M trimmed.

  • Clal Insurance's largest Q3 2024 buy was iShares China Large-Cap ETF: 8,800,000 shares worth $280M.
  • Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q3 2024, an estimated $491M increase.
  • Clal Insurance's biggest Q3 2024 reduction was KLA, cutting an estimated $243M.
  • Clal Insurance fully exited UnitedHealth in Q3 2024, selling an estimated $44.2M.
  • Clal Insurance's ten largest holdings make up 48% of its $11.3B portfolio in Q3 2024.
  • Clal Insurance opened 11 new positions and closed 14 in Q3 2024.
  • Clal Insurance's portfolio value rose 18% quarter-over-quarter to $11.3B.

Based on Clal Insurance's 13F filing for Q3 2024, filed 12 Nov 2024.