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
$11.3B
AUM Growth
+$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$510M
2
+$282M
3
+$280M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$157M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$152M

Top Sells

1
+$240M
2
+$150M
3
+$102M
4
AAPL icon
Apple
AAPL
+$66M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$65.2M

Sector Composition

1 Technology 23.01%
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
51
$48.8M 0.43%
313,395
52
$41.3M 0.37%
53,292
-310,203
53
$40.6M 0.36%
3,420,060
54
$36M 0.32%
1,506,005
-70,000
55
$35.5M 0.31%
800,000
-100,000
56
$31.9M 0.28%
6,734,508
+2,907,585
57
$29.8M 0.26%
1,026,812
-200,000
58
$28.7M 0.25%
186,500
59
$26.9M 0.24%
570,000
60
$24.9M 0.22%
440,000
-50,000
61
$23.7M 0.21%
325,000
62
$22.7M 0.2%
+220,000
63
$21.6M 0.19%
580,587
64
$20.8M 0.18%
515,621
65
$18.9M 0.17%
+621,206
66
$18.9M 0.17%
+330,173
67
$18.4M 0.16%
154,000
-129,000
68
$18.4M 0.16%
1,603,265
+34,596
69
$17.5M 0.15%
60,000
-43,000
70
$17M 0.15%
665,355
71
$17M 0.15%
84,759
72
$16.3M 0.14%
278,000
+18,000
73
$14.9M 0.13%
1,414,349
-345,000
74
$11.2M 0.1%
663,160
75
$10M 0.09%
1,904,120
1 2
3
4 5