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
$9.67B
AUM Growth
-$1.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Sector Composition

1 Technology 20.72%
2 Healthcare 7.35%
3 Industrials 6.29%
4 Utilities 4.32%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ISRG icon
101
Intuitive Surgical
ISRG
$156B
$495K 0.01%
+1,000
IWR icon
102
iShares Russell Mid-Cap ETF
IWR
$44.8B
$409K ﹤0.01%
4,804
VNQ icon
103
Vanguard Real Estate ETF
VNQ
$34B
$295K ﹤0.01%
3,255
IXC icon
104
iShares Global Energy ETF
IXC
$1.82B
$273K ﹤0.01%
+6,500
SCHE icon
105
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$258K ﹤0.01%
9,357
+8,625
ICLN icon
106
iShares Global Clean Energy ETF
ICLN
$1.83B
$226K ﹤0.01%
19,773
MNDY icon
107
monday.com
MNDY
$9.33B
$214K ﹤0.01%
882
JPM icon
108
JPMorgan Chase
JPM
$832B
$78K ﹤0.01%
316
+252
SCHF icon
109
Schwab International Equity ETF
SCHF
$52B
$74K ﹤0.01%
3,758
-7,662
HD icon
110
Home Depot
HD
$387B
$65K ﹤0.01%
176
+142
JNJ icon
111
Johnson & Johnson
JNJ
$460B
$65K ﹤0.01%
392
+312
BAC icon
112
Bank of America
BAC
$387B
$56K ﹤0.01%
1,334
+970
BRK.B icon
113
Berkshire Hathaway Class B
BRK.B
$1.07T
$53K ﹤0.01%
99
+79
LIN icon
114
Linde
LIN
$212B
$51K ﹤0.01%
109
+89
WM icon
115
Waste Management
WM
$86.1B
$47K ﹤0.01%
202
+160
SPGI icon
116
S&P Global
SPGI
$149B
$45K ﹤0.01%
88
+68
PH icon
117
Parker-Hannifin
PH
$93.2B
$44K ﹤0.01%
73
+59
BDX icon
118
Becton Dickinson
BDX
$53.5B
$42K ﹤0.01%
182
+144
NEE icon
119
NextEra Energy
NEE
$177B
$41K ﹤0.01%
579
+489
URI icon
120
United Rentals
URI
$64.4B
$41K ﹤0.01%
66
+56
EMR icon
121
Emerson Electric
EMR
$73B
$39K ﹤0.01%
354
+288
KVUE icon
122
Kenvue
KVUE
$31.2B
$39K ﹤0.01%
1,627
+1,287
PERI icon
123
Perion Network
PERI
$433M
$39K ﹤0.01%
4,804
COP icon
124
ConocoPhillips
COP
$110B
$38K ﹤0.01%
363
+293
TMO icon
125
Thermo Fisher Scientific
TMO
$199B
$38K ﹤0.01%
77
+63