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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
-2.41%
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
$7.17B
AUM Growth
-$1.19B
Cap. Flow
-$803M
Cap. Flow %
-11.19%
Top 10 Hldgs %
53.11%
Holding
158
New
10
Increased
24
Reduced
46
Closed
28

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$489M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$327M
3
NVDA icon
NVIDIA
NVDA
+$144M
4
AMZN icon
Amazon
AMZN
+$87.4M
5
MSFT icon
Microsoft
MSFT
+$74M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.07B
2
IWM icon
iShares Russell 2000 ETF
IWM
+$198M
3
PANW icon
Palo Alto Networks
PANW
+$114M
4
VRNT
Verint Systems
VRNT
+$81.1M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$80M

Sector Composition

Rank Sector Weight
1 Technology 24.23%
2 Communication Services 8.22%
3 Industrials 7.85%
4 Healthcare 7.3%
5 Utilities 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XPH icon
51
State Street SPDR S&P Pharmaceuticals ETF
XPH
$488M
$35.8M 0.5%
900,000
-400,000
-31% -$16.9M
INMD icon
52
InMode
INMD
$868M
$32.9M 0.46%
1,080,000
+330,000
+44% +$13M
BAC icon
53
Bank of America
BAC
$433B
$31.5M 0.44%
1,149,400
-470,000
-29% -$13.9M
HLMN icon
54
Hillman Solutions
HLMN
$1.55B
$30.5M 0.43%
3,700,000
-610,000
-14% -$5.54M
COPX icon
55
Global X Copper Miners ETF NEW
COPX
$7.35B
$29.1M 0.41%
800,000
– –
CF icon
56
CF Industries
CF
$19.3B
$28.6M 0.4%
333,261
– –
XBI icon
57
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$26.1M 0.36%
357,015
– –
BABA icon
58
Alibaba
BABA
$279B
$24.4M 0.34%
281,300
-120,000
-30% -$11M
S icon
59
SentinelOne
S
$6.31B
$23.8M 0.33%
1,412,129
-979,265
-41% -$15.5M
MNDY icon
60
monday.com
MNDY
$3.73B
$21.1M 0.29%
132,335
+131,692
+20,481% +$22.1M
FLBR icon
61
Franklin FTSE Brazil ETF
FLBR
$549M
$19.7M 0.27%
1,072,000
– –
PANW icon
62
Palo Alto Networks
PANW
$265B
$19.4M 0.27%
165,252
-960,000
-85% -$114M
XLE icon
63
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
$17.5M 0.24%
388,000
-1,094,000
-74% -$47.9M
NOVA
64
DELISTED
Sunnova Energy
NOVA
$17M 0.24%
1,621,206
-941,794
-37% -$14.7M
SPNS
65
DELISTED
Sapiens International
SPNS
$16.6M 0.23%
580,587
– –
KWEB icon
66
KraneShares CSI China Internet ETF
KWEB
$5.55B
$16.4M 0.23%
600,000
-730,000
-55% -$20.8M
RSKD icon
67
Riskified
RSKD
$701M
$16.4M 0.23%
3,826,923
+1,684,202
+79% +$7.76M
DRS icon
68
Leonardo DRS
DRS
$12.2B
$15.9M 0.22%
950,240
– –
ELLO icon
69
Ellomay Capital Ltd
ELLO
$273M
$15.2M 0.21%
978,000
– –
FTNT icon
70
Fortinet
FTNT
$113B
$12.1M 0.17%
206,490
-150,000
-42% -$9.93M
GDDY icon
71
GoDaddy
GDDY
$13.2B
$10.5M 0.15%
140,834
-470,000
-77% -$34.7M
GILT icon
72
Gilat Satellite Networks
GILT
$830M
$8.68M 0.12%
1,350,000
– –
VLN icon
73
Valens Semiconductor
VLN
$169M
$7.18M 0.1%
2,698,749
+458,700
+20% +$1.15M
KRNT icon
74
Kornit Digital
KRNT
$695M
$6.61M 0.09%
349,574
-946,281
-73% -$23.3M
SEDG icon
75
SolarEdge
SEDG
$2.54B
$6.57M 0.09%
50,761
-353,710
-87% -$67.9M
1 2
3
4 5

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EIP
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Macquarie Group
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IG
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BCIM
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UCFA
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VMPIC
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LCOV
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Clal Insurance's Q3 2023 Portfolio in Review

As of Q3 2023, Clal Insurance held 158 positions worth $7.17B, down 14% from $8.37B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clal Insurance withdrew a net $803M in Q3 2023, closing 28 positions and reducing 46 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $1.07B position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Communication Services and Industrials.

Against the trend, Clal Insurance opened a new position in Tesla worth $56M.

  • Clal Insurance's largest Q3 2023 buy was Tesla: 224,000 shares worth $56M.
  • Clal Insurance added most to State Street SPDR S&P 500 ETF Trust in Q3 2023, an estimated $489M increase.
  • Clal Insurance's biggest Q3 2023 reduction was Palo Alto Networks, cutting an estimated $114M.
  • Clal Insurance fully exited Invesco S&P 500 Equal Weight ETF in Q3 2023, selling an estimated $1.07B.
  • Clal Insurance's ten largest holdings make up 53% of its $7.17B portfolio in Q3 2023.
  • Clal Insurance opened 10 new positions and closed 28 in Q3 2023.
  • Clal Insurance's portfolio value fell 14% quarter-over-quarter to $7.17B.

Based on Clal Insurance's 13F filing for Q3 2023, filed 6 Nov 2023.