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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
+5.41%
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
$11.1B
AUM Growth
-$200M
Cap. Flow
-$592M
Cap. Flow %
-5.33%
Top 10 Hldgs %
51.96%
Holding
215
New
92
Increased
21
Reduced
36
Closed
24

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$300M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209M
3
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$198M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$182M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$175M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$351M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$230M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$208M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$190M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$138M

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Healthcare 8.93%
3 Communication Services 5.88%
4 Industrials 3.83%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDY icon
101
monday.com
MNDY
$3.73B
$208K ﹤0.01%
882
– –
IVV icon
102
iShares Core S&P 500 ETF
IVV
$872B
$163K ﹤0.01%
+277
New +$164K
DRTSW icon
103
CALL
Alpha Tau Medical Warrant
DRTSW
$63.2M
$126K ﹤0.01%
599,999
– –
TBLAW
104
CALL
DELISTED
Taboola.com Ltd Warrant
TBLAW
$77K ﹤0.01%
239,998
– –
MDY icon
105
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$70K ﹤0.01%
+122
New +$71.5K
CSTE icon
106
Caesarstone
CSTE
$71.6M
$46K ﹤0.01%
10,743
– –
PERI icon
107
Perion Network
PERI
$377M
$41K ﹤0.01%
4,804
– –
SCHE icon
108
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$19K ﹤0.01%
+732
New +$20.7K
BAC icon
109
Bank of America
BAC
$433B
$16K ﹤0.01%
+364
New +$16K
JPM icon
110
JPMorgan Chase
JPM
$933B
$15K ﹤0.01%
+64
New +$14.9K
HD icon
111
Home Depot
HD
$332B
$13K ﹤0.01%
+34
New +$13.9K
JNJ icon
112
Johnson & Johnson
JNJ
$617B
$12K ﹤0.01%
+80
New +$12.4K
MRK icon
113
Merck
MRK
$321B
$12K ﹤0.01%
+116
New +$12K
SPGI icon
114
S&P Global
SPGI
$122B
$10K ﹤0.01%
+20
New +$10.1K
CTV.WS
115
CALL
DELISTED
Innovid Corp. Warrants, each whole warrant exercisable for one share of Common Stock at an exercise price of $11.50 per share
CTV.WS
$10K ﹤0.01%
87,500
– –
BDX icon
116
Becton Dickinson
BDX
$45.6B
$9K ﹤0.01%
+38
New +$8.77K
BRK.B icon
117
Berkshire Hathaway Class B
BRK.B
$1.1T
$9K ﹤0.01%
+20
New +$9.23K
CRM icon
118
Salesforce
CRM
$148B
$9K ﹤0.01%
+26
New +$8.3K
PH icon
119
Parker-Hannifin
PH
$121B
$9K ﹤0.01%
+14
New +$9.27K
EMR icon
120
Emerson Electric
EMR
$83.3B
$8K ﹤0.01%
+66
New +$8.01K
LIN icon
121
Linde
LIN
$235B
$8K ﹤0.01%
+20
New +$9.11K
PEP icon
122
PepsiCo
PEP
$191B
$8K ﹤0.01%
+50
New +$8.19K
WM icon
123
Waste Management
WM
$90.9B
$8K ﹤0.01%
+42
New +$9.02K
AMAT icon
124
Applied Materials
AMAT
$398B
$7K ﹤0.01%
+40
New +$7.25K
CB icon
125
Chubb
CB
$135B
$7K ﹤0.01%
+24
New +$6.82K
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 2024 Portfolio in Review

As of Q4 2024, Clal Insurance held 215 positions worth $11.1B, down 1.8% from $11.3B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clal Insurance withdrew a net $592M in Q4 2024, closing 24 positions and reducing 36 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $230M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Clal Insurance opened a new position in iShares Semiconductor ETF worth $289M.

  • Clal Insurance's largest Q4 2024 buy was iShares Semiconductor ETF: 1,343,000 shares worth $289M.
  • Clal Insurance added most to State Street Financial Select Sector SPDR ETF in Q4 2024, an estimated $182M increase.
  • Clal Insurance's biggest Q4 2024 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $351M.
  • Clal Insurance fully exited State Street Consumer Staples Select Sector SPDR ETF in Q4 2024, selling an estimated $230M.
  • Clal Insurance's ten largest holdings make up 52% of its $11.1B portfolio in Q4 2024.
  • Clal Insurance opened 92 new positions and closed 24 in Q4 2024.
  • Clal Insurance's portfolio value fell 1.8% quarter-over-quarter to $11.1B.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.