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CI
Clal Insurance Portfolio holdings
AUM
$16.5B
1-Year Est. Return
68.34%
This Fund
S&P 500
This Quarter
Est. Return
+19.21%
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
$10.2B
AUM Growth
+$497M
(+5.1%)
Cap. Flow
-$1.06B
Cap. Flow
% of AUM
-10.42%
Top 10 Holdings %
Top 10 Hldgs %
49.16%
Holding
213
New
15
Increased
57
Reduced
81
Closed
9
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$334M |
| 2 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$120M |
| 3 |
Global X Cybersecurity ETF
BUG
|
+$85.7M |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$73.9M |
| 5 |
CYBR
CyberArk
CYBR
|
+$60.9M |
Top Sells
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.1B |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$385M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
+$89M |
| 4 |
Teva Pharmaceuticals
TEVA
|
+$87.6M |
| 5 |
KLA
KLAC
|
+$57.9M |
Sector Composition
| 1 | Technology | 26.22% |
| 2 | Industrials | 6.6% |
| 3 | Healthcare | 6.59% |
| 4 | Utilities | 5.17% |
| 5 | Materials | 2.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares US Financials ETF
IYF
$4.24B
| $605K | 0.01% |
5,000
-5,000
| -50% | -$563K |
|
102
Invesco QQQ Trust
QQQ
$482B
| $552K | 0.01% |
+1,000
| New | +$497K |
|
103
Kenvue
KVUE
$36B
| $547K | 0.01% |
26,142
+24,515
| +1,507% | +$558K |
|
104
Intuitive Surgical
ISRG
$134B
| $543K | 0.01% |
1,000
| – | – |
|
105
iShares Russell Mid-Cap ETF
IWR
$56.8B
| $442K | ﹤0.01% |
4,804
| – | – |
|
106
Vanguard Real Estate ETF
VNQ
$38.7B
| $290K | ﹤0.01% |
3,255
| – | – |
|
107
monday.com
MNDY
$3.51B
| $277K | ﹤0.01% |
882
| – | – |
|
108
iShares Global Clean Energy ETF
ICLN
$2.57B
| $259K | ﹤0.01% |
19,773
| – | – |
|
109
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
| $258K | ﹤0.01% |
8,548
-809
| -9% | -$22.9K |
|
|
REE
110
DELISTED
REE Automotive
REE
| $231K | ﹤0.01% |
387,500
| – | – |
|
111
JPMorgan Chase
JPM
$919B
| $77K | ﹤0.01% |
264
-52
| -16% | -$13.3K |
|
112
Bank of America
BAC
$430B
| $62K | ﹤0.01% |
1,316
-18
| -1% | -$757 |
|
113
Home Depot
HD
$337B
| $60K | ﹤0.01% |
164
-12
| -7% | -$4.34K |
|
114
Goldman Sachs
GS
$336B
| $54K | ﹤0.01% |
77
+32
| +71% | +$18.5K |
|
115
Perion Network
PERI
$367M
| $49K | ﹤0.01% |
4,804
| – | – |
|
116
Emerson Electric
EMR
$76.2B
| $48K | ﹤0.01% |
359
+5
| +1% | +$574 |
|
117
Parker-Hannifin
PH
$122B
| $47K | ﹤0.01% |
68
-5
| -7% | -$3.16K |
|
118
Salesforce
CRM
$137B
| $45K | ﹤0.01% |
164
+91
| +125% | +$24.3K |
|
119
United Rentals
URI
$66.8B
| $45K | ﹤0.01% |
60
-6
| -9% | -$4.01K |
|
120
Applied Materials
AMAT
$473B
| $44K | ﹤0.01% |
241
+27
| +13% | +$4.28K |
|
121
S&P Global
SPGI
$130B
| $44K | ﹤0.01% |
84
-4
| -5% | -$2K |
|
122
Berkshire Hathaway Class B
BRK.B
$1.06T
| $43K | ﹤0.01% |
89
-10
| -10% | -$5.08K |
|
123
Linde
LIN
$242B
| $43K | ﹤0.01% |
91
-18
| -17% | -$8.22K |
|
124
UnitedHealth
UNH
$386B
| $41K | ﹤0.01% |
132
+70
| +113% | +$26.8K |
|
125
Texas Instruments
TXN
$278B
| $40K | ﹤0.01% |
192
+79
| +70% | +$14K |
|
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