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Clal Insurance Portfolio holdings

AUM $16.6B
1-Year Est. Return 68.34%
This Fund
S&P 500
This Quarter Est. Return
+8.71%
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
$9.24B
AUM Growth
+$485M
Cap. Flow
+$7.83M
Cap. Flow %
0.08%
Top 10 Hldgs %
33.92%
Holding
259
New
39
Increased
49
Reduced
40
Closed
41

Top Buys

Rank Stock Value
1
NTR icon
Nutrien
NTR
+$122M
2
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$68.2M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$64.5M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$62.9M
5
AMZN icon
Amazon
AMZN
+$62.3M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$156M
2
KRNT icon
Kornit Digital
KRNT
+$108M
3
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$85.4M
4
DE icon
Deere & Co
DE
+$80M
5
HEAL
Global X Funds Global X HealthTech ETF
HEAL
+$77.7M

Sector Composition

Rank Sector Weight
1 Technology 32.53%
2 Communication Services 7.57%
3 Industrials 7.52%
4 Financials 6.79%
5 Consumer Discretionary 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDT
101
DELISTED
Mandiant, Inc. Common Stock
MNDT
$11M 0.12%
627,517
-150,000
-19% -$2.64M
EPWR
102
DELISTED
Empowerment & Inclusion Capital I Corp.
EPWR
$10.4M 0.11%
1,070,000
– –
RADA
103
DELISTED
Rada Electronic Industries Ltd
RADA
$10.3M 0.11%
1,089,522
– –
LLAP
104
DELISTED
Terran Orbital Corporation
LLAP
$9.56M 0.1%
+967,000
New +$9.53M
FMIV
105
DELISTED
Forum Merger IV Corporation Class A Common stock
FMIV
$8.77M 0.09%
+900,000
New +$8.79M
ONTO icon
106
Onto Innovation
ONTO
$12.5B
$8.1M 0.09%
80,000
– –
TUFN
107
DELISTED
Tufin Software Technologies Ltd.
TUFN
$8.05M 0.09%
763,473
– –
CSTE icon
108
Caesarstone
CSTE
$71.6M
$7.69M 0.08%
677,885
– –
ENPH icon
109
Enphase Energy
ENPH
$4.94B
$7.55M 0.08%
41,282
-147,056
-78% -$30.7M
UPWK icon
110
Upwork
UPWK
$1.14B
$7.38M 0.08%
215,968
-100,000
-32% -$4.42M
TWOA
111
DELISTED
two
TWOA
$7.3M 0.08%
750,000
– –
FROG icon
112
JFrog
FROG
$9.5B
$6.83M 0.07%
230,000
– –
MRVL icon
113
Marvell Technology
MRVL
$165B
$6.51M 0.07%
+74,451
New +$5.56M
HEAL
114
Global X Funds Global X HealthTech ETF
HEAL
$28.5M
$6.4M 0.07%
129,000
-1,500,000
-92% -$77.7M
HWEL
115
DELISTED
Healthwell Acquisition Corp. I Class A Common Stock
HWEL
$6.3M 0.07%
+650,000
New +$6.3M
PEJ icon
116
Invesco Leisure and Entertainment ETF
PEJ
$260M
$6.25M 0.07%
127,500
– –
TWNI
117
DELISTED
Tailwind International Acquisition Corp.
TWNI
$5.85M 0.06%
600,000
– –
SPGS
118
DELISTED
Simon Property Group Acquisition Holdings, Inc.
SPGS
$5.84M 0.06%
600,000
– –
GLHA
119
DELISTED
Glass Houses Acquisition Corp. Class A common stock
GLHA
$5.83M 0.06%
600,000
– –
URGN icon
120
UroGen Pharma
URGN
$2B
$5.03M 0.05%
529,388
– –
UFOX
121
Defiance Space and Connective Tech ETF
UFOX
$833M
$5M 0.05%
120,000
– –
XLI icon
122
State Street Industrial Select Sector SPDR ETF
XLI
$32.5B
$4.97M 0.05%
47,000
-301,071
-86% -$31.3M
OSI
123
DELISTED
Osiris Acquisition Corp.
OSI
$4.84M 0.05%
500,000
– –
BLUA
124
DELISTED
BlueRiver Acquisition Corp.
BLUA
$3.89M 0.04%
400,000
– –
TEAD
125
Teads Holding Co
TEAD
$70.3M
$3.5M 0.04%
250,000
– –
3 4
5
6 7

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 Q4 2021 Portfolio in Review

As of Q4 2021, Clal Insurance held 259 positions worth $9.24B, up 5.5% from $8.75B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Clal Insurance's Q4 2021 filing shows 39 new, 49 increased, 40 reduced and 41 closed positions. Its largest new stake was Tesla: 175,500 shares worth $61.8M. The largest sale was SolarEdge, an estimated $156M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 32% a quarter earlier, followed by Communication Services and Industrials.

  • Clal Insurance's largest Q4 2021 buy was Tesla: 175,500 shares worth $61.8M.
  • Clal Insurance added most to Nutrien in Q4 2021, an estimated $122M increase.
  • Clal Insurance's biggest Q4 2021 reduction was SolarEdge, cutting an estimated $156M.
  • Clal Insurance fully exited First Trust NASDAQ Cybersecurity ETF in Q4 2021, selling an estimated $85.4M.
  • Clal Insurance's ten largest holdings make up 34% of its $9.24B portfolio in Q4 2021.
  • Clal Insurance opened 39 new positions and closed 41 in Q4 2021.
  • Clal Insurance's portfolio value rose 5.5% quarter-over-quarter to $9.24B.

Based on Clal Insurance's 13F filing for Q4 2021, filed 10 Feb 2022.