We are live on ! Find out more
CI

Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+14.27%
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
$8.88B
AUM Growth
+$1.24B
Cap. Flow
+$319M
Cap. Flow %
3.59%
Top 10 Hldgs %
46.72%
Holding
147
New
23
Increased
27
Reduced
31
Closed
10

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$395M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$241M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$154M
4
NICE icon
Nice
NICE
+$127M
5
S icon
SentinelOne
S
+$76.9M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$319M
2
NVDA icon
NVIDIA
NVDA
+$108M
3
TAN icon
Invesco Solar ETF
TAN
+$90.1M
4
ESLT icon
Elbit Systems
ESLT
+$79.8M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$73.6M

Sector Composition

Rank Sector Weight
1 Technology 30.81%
2 Communication Services 9.16%
3 Healthcare 7.19%
4 Utilities 4.31%
5 Industrials 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
51
Ciena
CIEN
$54.1B
$43.2M 0.49%
874,000
– –
ACWI icon
52
iShares MSCI ACWI ETF
ACWI
$32.8B
$43M 0.48%
+390,000
New +$41M
MGIC
53
DELISTED
Magic Software Enterprises
MGIC
$39.4M 0.44%
3,420,060
– –
FROG icon
54
JFrog
FROG
$9.56B
$39.1M 0.44%
883,212
+781,028
+764% +$30.2M
XPH icon
55
State Street SPDR S&P Pharmaceuticals ETF
XPH
$476M
$38.8M 0.44%
900,000
– –
COPX icon
56
Global X Copper Miners ETF NEW
COPX
$7.27B
$33.9M 0.38%
800,000
– –
HLMN icon
57
Hillman Solutions
HLMN
$1.55B
$31.9M 0.36%
3,000,000
– –
RUN icon
58
Sunrun
RUN
$2.33B
$30.3M 0.34%
+2,300,000
New +$31.6M
GLBE icon
59
Global E Online
GLBE
$6.61B
$30.2M 0.34%
831,327
+280,000
+51% +$10.4M
CYBR
60
DELISTED
CyberArk
CYBR
$27.4M 0.31%
+103,000
New +$25.5M
WIX icon
61
WIX.com
WIX
$2.26B
$26.8M 0.3%
195,000
+15,000
+8% +$1.97M
VRNT
62
DELISTED
Verint Systems
VRNT
$24.5M 0.28%
738,361
-689,849
-48% -$20.7M
ELLO icon
63
Ellomay Capital Ltd
ELLO
$270M
$24.2M 0.27%
1,568,669
+56,115
+4% +$911K
FTNT icon
64
Fortinet
FTNT
$117B
$20.9M 0.24%
306,490
+300,000
+4,622% +$20M
RSKD icon
65
Riskified
RSKD
$692M
$20.7M 0.23%
3,826,923
– –
ODD icon
66
ODDITY Tech
ODD
$654M
$19.6M 0.22%
+450,000
New +$19.4M
SPNS
67
DELISTED
Sapiens International
SPNS
$18.7M 0.21%
580,587
– –
PGY icon
68
Pagaya Technologies
PGY
$1.58B
$18.1M 0.2%
1,789,095
– –
NYAX
69
Nayax
NYAX
$2.54B
$17.5M 0.2%
+665,355
New +$16.8M
VRNS icon
70
Varonis Systems
VRNS
$4.61B
$15.6M 0.18%
+330,000
New +$15.7M
KBWB icon
71
Invesco KBW Bank ETF
KBWB
$6.86B
$14M 0.16%
+260,000
New +$12.9M
AVAV icon
72
AeroVironment
AVAV
$7.56B
$13.2M 0.15%
+86,000
New +$11.5M
HIPO icon
73
Hippo Holdings
HIPO
$835M
$12.2M 0.14%
669,262
– –
TEVA icon
74
CALL
Teva Pharmaceuticals
TEVA
$41B
$11.8M 0.13%
+72,500
New +$914K
INMD icon
75
InMode
INMD
$870M
$10.9M 0.12%
503,288
-100,000
-17% -$2.24M
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 Q1 2024 Portfolio in Review

As of Q1 2024, Clal Insurance held 147 positions worth $8.88B, up 16% from $7.64B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Clal Insurance deployed $319M of net new capital in Q1 2024, opening 23 new positions and adding to 27 existing holdings. Its largest new stake was iShares Expanded Tech-Software Sector ETF: 1,823,000 shares worth $155M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 27% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $319M trimmed.

  • Clal Insurance's largest Q1 2024 buy was iShares Expanded Tech-Software Sector ETF: 1,823,000 shares worth $155M.
  • Clal Insurance added most to Vanguard S&P 500 ETF in Q1 2024, an estimated $395M increase.
  • Clal Insurance's biggest Q1 2024 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $319M.
  • Clal Insurance fully exited Citigroup in Q1 2024, selling an estimated $63.8M.
  • Clal Insurance's ten largest holdings make up 47% of its $8.88B portfolio in Q1 2024.
  • Clal Insurance opened 23 new positions and closed 10 in Q1 2024.
  • Clal Insurance's portfolio value rose 16% quarter-over-quarter to $8.88B.

Based on Clal Insurance's 13F filing for Q1 2024, filed 9 May 2024.