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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
+3.58%
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
$9.48B
AUM Growth
+$240M
Cap. Flow
+$277M
Cap. Flow %
2.92%
Top 10 Hldgs %
38.76%
Holding
236
New
19
Increased
30
Reduced
53
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$646M
2
ZIM icon
ZIM Integrated Shipping Services
ZIM
+$144M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$125M
4
NTR icon
Nutrien
NTR
+$121M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$109M

Top Sells

Rank Stock Value
1
KBWB icon
Invesco KBW Bank ETF
KBWB
+$130M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$119M
3
TAN icon
Invesco Solar ETF
TAN
+$108M
4
KLAC icon
KLA
KLAC
+$85.4M
5
NVDA icon
NVIDIA
NVDA
+$84.6M

Sector Composition

Rank Sector Weight
1 Technology 25.36%
2 Industrials 9.23%
3 Materials 8.98%
4 Communication Services 6.04%
5 Financials 5.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRGO icon
76
Perrigo
PRGO
$1.4B
$24.9M 0.26%
647,547
-240,000
-27% -$9.14M
GS icon
77
Goldman Sachs
GS
$300B
$24.8M 0.26%
75,000
-153,000
-67% -$54M
SE icon
78
Sea Limited
SE
$65.4B
$24.7M 0.26%
206,000
– –
IVV icon
79
iShares Core S&P 500 ETF
IVV
$878B
$23.4M 0.25%
51,634
+7,775
+18% +$3.48M
LCA
80
DELISTED
Landcadia Holdings IV, Inc. Class A Common Stock
LCA
$20.6M 0.22%
2,100,000
– –
AISP
81
Airship AI Holdings
AISP
$60.3M
$19.8M 0.21%
2,025,000
– –
VRT icon
82
Vertiv
VRT
$93B
$19.7M 0.21%
1,407,000
– –
PAGS icon
83
PagSeguro Digital
PAGS
$2.69B
$18.9M 0.2%
941,300
– –
ALLT icon
84
Allot
ALLT
$372M
$18.9M 0.2%
2,327,853
– –
NICE icon
85
Nice
NICE
$5.79B
$18M 0.19%
82,370
-2,402
-3% -$582K
KROS icon
86
Keros Therapeutics
KROS
$199M
$17.4M 0.18%
320,000
– –
RADA
87
DELISTED
Rada Electronic Industries Ltd
RADA
$15.9M 0.17%
1,142,472
+52,950
+5% +$603K
UAL icon
88
United Airlines
UAL
$39.4B
$14.6M 0.15%
315,000
– –
AAL icon
89
American Airlines Group
AAL
$10.1B
$13.4M 0.14%
735,000
– –
GILT icon
90
Gilat Satellite Networks
GILT
$834M
$13.2M 0.14%
+1,500,000
New +$12.1M
CAMT icon
91
Camtek
CAMT
$6.18B
$13M 0.14%
425,749
– –
LPSN icon
92
LivePerson
LPSN
$21.8M
$12.9M 0.14%
35,156
+30,429
+644% +$12.3M
BLZE icon
93
Backblaze
BLZE
$823M
$12.3M 0.13%
1,150,568
+124,001
+12% +$1.55M
SLVR
94
DELISTED
SilverSPAC Inc. Class A Ordinary Share
SLVR
$12M 0.13%
1,247,500
– –
SPNS
95
DELISTED
Sapiens International
SPNS
$11.9M 0.13%
470,275
– –
RSKD icon
96
Riskified
RSKD
$694M
$11.7M 0.12%
2,142,721
-1,063,713
-33% -$7.11M
TBLA icon
97
Taboola.com
TBLA
$1.37B
$10.9M 0.12%
2,119,997
– –
EPWR
98
DELISTED
Empowerment & Inclusion Capital I Corp.
EPWR
$10.5M 0.11%
1,070,000
– –
DRIO icon
99
DarioHealth
DRIO
$70.9M
$9.36M 0.1%
+80,108
New +$13.3M
FMIV
100
DELISTED
Forum Merger IV Corporation Class A Common stock
FMIV
$8.79M 0.09%
900,000
– –
2 3
4
5 6

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 2022 Portfolio in Review

As of Q1 2022, Clal Insurance held 236 positions worth $9.48B, up 2.6% from $9.24B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Clal Insurance's Q1 2022 filing shows 19 new, 30 increased, 53 reduced and 48 closed positions. Its largest new stake was ARK Innovation ETF: 1,219,000 shares worth $80.8M. The largest sale was Invesco KBW Bank ETF, an estimated $130M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 33% a quarter earlier, followed by Industrials and Materials.

  • Clal Insurance's largest Q1 2022 buy was ARK Innovation ETF: 1,219,000 shares worth $80.8M.
  • Clal Insurance added most to Vanguard S&P 500 ETF in Q1 2022, an estimated $646M increase.
  • Clal Insurance's biggest Q1 2022 reduction was Invesco KBW Bank ETF, cutting an estimated $130M.
  • Clal Insurance fully exited Morgan Stanley in Q1 2022, selling an estimated $69.6M.
  • Clal Insurance's ten largest holdings make up 39% of its $9.48B portfolio in Q1 2022.
  • Clal Insurance opened 19 new positions and closed 48 in Q1 2022.
  • Clal Insurance's portfolio value rose 2.6% quarter-over-quarter to $9.48B.

Based on Clal Insurance's 13F filing for Q1 2022, filed 12 May 2022.