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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
+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
ENPH icon
76
Enphase Energy
ENPH
$4.96B
$9.68M 0.11%
80,000
+9,000
+13% +$1.05M
GILT icon
77
Gilat Satellite Networks
GILT
$834M
$7.33M 0.08%
1,350,000
– –
VLN icon
78
Valens Semiconductor
VLN
$170M
$6.34M 0.07%
2,698,749
– –
DOX icon
79
Amdocs
DOX
$5.92B
$5.74M 0.06%
63,478
-130,000
-67% -$11.8M
MRVL icon
80
Marvell Technology
MRVL
$168B
$5.28M 0.06%
74,451
– –
ALLT icon
81
Allot
ALLT
$372M
$5.26M 0.06%
2,327,853
– –
VGT icon
82
Vanguard Information Technology ETF
VGT
$139B
$4.64M 0.05%
70,800
+47,456
+203% +$3.01M
AIQ icon
83
Global X Artificial Intelligence & Technology ETF
AIQ
$9.35B
$4.34M 0.05%
127,679
+91,661
+254% +$2.97M
SEDG icon
84
SolarEdge
SEDG
$2.51B
$4.31M 0.05%
60,686
-86,000
-59% -$6.21M
UFOX
85
Defiance Space and Connective Tech ETF
UFOX
$835M
$4.12M 0.05%
105,416
– –
ZIM icon
86
ZIM Integrated Shipping Services
ZIM
$3.04B
$3.97M 0.04%
+391,944
New +$4.76M
QQQ icon
87
Invesco QQQ Trust
QQQ
$453B
$3.88M 0.04%
8,726
-2,447
-22% -$1.05M
XLY icon
88
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$3.68M 0.04%
40,000
– –
CHKP icon
89
Check Point Software Technologies
CHKP
$13B
$3.67M 0.04%
22,399
– –
ICL icon
90
ICL Group
ICL
$6.53B
$2.81M 0.03%
522,141
– –
REE
91
DELISTED
REE Automotive
REE
$2.68M 0.03%
458,584
– –
FROG icon
92
CALL
JFrog
FROG
$9.66B
$2.34M 0.03%
+5,000
New +$194K
ARKO icon
93
ARKO Corp
ARKO
$896M
$2.24M 0.03%
393,542
– –
TBLA icon
94
Taboola.com
TBLA
$1.37B
$2.22M 0.03%
500,000
– –
EMXC icon
95
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$2.2M 0.02%
38,290
– –
IXC icon
96
iShares Global Energy ETF
IXC
$2.79B
$1.93M 0.02%
45,000
-7,000
-13% -$277K
AVGO icon
97
Broadcom
AVGO
$1.85T
$1.72M 0.02%
+13,000
New +$1.61M
LYV icon
98
Live Nation Entertainment
LYV
$40.5B
$1.59M 0.02%
+15,000
New +$1.42M
EXPE icon
99
Expedia Group
EXPE
$35.4B
$1.38M 0.02%
+10,000
New +$1.42M
ASML icon
100
ASML
ASML
$626B
$1.17M 0.01%
1,200
-300
-20% -$266K
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 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.