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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
TGT icon
51
Target
TGT
$65.6B
$48.8M 0.43%
313,395
– –
KLAC icon
52
KLA
KLAC
$236B
$41.3M 0.37%
532,920
-3,102,030
-85% -$243M
MGIC
53
DELISTED
Magic Software Enterprises
MGIC
$40.6M 0.36%
3,420,060
– –
S icon
54
SentinelOne
S
$6.31B
$36M 0.32%
1,506,005
-70,000
-4% -$1.58M
XPH icon
55
State Street SPDR S&P Pharmaceuticals ETF
XPH
$488M
$35.5M 0.31%
800,000
-100,000
-11% -$4.28M
RSKD icon
56
Riskified
RSKD
$701M
$31.9M 0.28%
6,734,508
+2,907,585
+76% +$15.9M
FROG icon
57
JFrog
FROG
$9.5B
$29.8M 0.26%
1,026,812
-200,000
-16% -$6.28M
XLV icon
58
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$28.7M 0.25%
186,500
– –
COPX icon
59
Global X Copper Miners ETF NEW
COPX
$7.35B
$26.9M 0.24%
570,000
– –
VRNS icon
60
Varonis Systems
VRNS
$4.58B
$24.9M 0.22%
440,000
-50,000
-10% -$2.63M
FHLC icon
61
Fidelity MSCI Health Care Index ETF
FHLC
$3.3B
$23.7M 0.21%
325,000
– –
QRVO icon
62
Qorvo
QRVO
$8.01B
$22.7M 0.2%
+220,000
New +$24.7M
SPNS
63
DELISTED
Sapiens International
SPNS
$21.6M 0.19%
580,587
– –
ODD icon
64
ODDITY Tech
ODD
$675M
$20.8M 0.18%
515,621
– –
CWI icon
65
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.79B
$18.9M 0.17%
+621,206
New +$18M
ACWX icon
66
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$18.9M 0.17%
+330,173
New +$18M
ACWI icon
67
iShares MSCI ACWI ETF
ACWI
$32.7B
$18.4M 0.16%
154,000
-129,000
-46% -$14.8M
ELLO icon
68
Ellomay Capital Ltd
ELLO
$273M
$18.4M 0.16%
1,603,265
+34,596
+2% +$433K
CYBR
69
DELISTED
CyberArk
CYBR
$17.5M 0.15%
60,000
-43,000
-42% -$11.6M
NYAX
70
Nayax
NYAX
$2.49B
$17M 0.15%
665,355
– –
AVAV icon
71
AeroVironment
AVAV
$7.42B
$17M 0.15%
84,759
– –
KBWB icon
72
Invesco KBW Bank ETF
KBWB
$6.83B
$16.3M 0.14%
278,000
+18,000
+7% +$1.02M
PGY icon
73
Pagaya Technologies
PGY
$1.47B
$14.9M 0.13%
1,414,349
-345,000
-20% -$4.53M
HIPO icon
74
Hippo Holdings
HIPO
$830M
$11.2M 0.1%
663,160
– –
GILT icon
75
Gilat Satellite Networks
GILT
$830M
$10M 0.09%
1,904,120
– –
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.