CI

Clal Insurance Portfolio holdings

AUM $10.2B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$85.2M
3
+$42.6M
4
VTRS icon
Viatris
VTRS
+$42.4M
5
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$36.7M

Top Sells

1
+$180M
2
+$175M
3
+$42.3M
4
PRGO icon
Perrigo
PRGO
+$39.7M
5
INDA icon
iShares MSCI India ETF
INDA
+$37.5M

Sector Composition

1 Technology 6.78%
2 Healthcare 6.74%
3 Financials 4.24%
4 Communication Services 3.25%
5 Industrials 3.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.89M 0.08%
221,790
+26,092
52
$3.78M 0.08%
337,877
+94,945
53
$3.07M 0.06%
649,982
54
$3.04M 0.06%
59,998
55
$2.96M 0.06%
94,675
+18,875
56
$2.9M 0.06%
92,219
-40,655
57
$2.21M 0.04%
91,940
58
$1.89M 0.04%
197,526
59
$1.69M 0.03%
46,800
60
$1.64M 0.03%
42,691
+1,928
61
$1.4M 0.03%
13,460
62
$1.18M 0.02%
27,375
+12,375
63
$1.06M 0.02%
19,787
64
$140K ﹤0.01%
3,440
65
$31K ﹤0.01%
782
66
$14K ﹤0.01%
220
67
– –
-45,000
68
$0 ﹤0.01%
1
69
– –
-12,400
70
– –
-177,000
1 2
3