CI

Clal Insurance Portfolio holdings

AUM $13.1B
1-Year Est. Return 38.88%
This Quarter Est. Return
1 Year Est. Return
+38.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.2B
AUM Growth
+$497M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1 +$370M
2 +$127M
3 +$92.8M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$81.4M
5
MSFT icon
Microsoft
MSFT
+$69.1M

Top Sells

1 +$1.19B
2 +$418M
3 +$98.6M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$91.1M
5
KLAC icon
KLA
KLAC
+$69M

Sector Composition

1 Technology 26.42%
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
IYF icon
101
iShares US Financials ETF
IYF
$4.09B
$605K 0.01%
5,000
-5,000
QQQ icon
102
Invesco QQQ Trust
QQQ
$395B
$552K 0.01%
+1,000
KVUE icon
103
Kenvue
KVUE
$31.9B
$547K 0.01%
26,142
+24,515
ISRG icon
104
Intuitive Surgical
ISRG
$203B
$543K 0.01%
1,000
IWR icon
105
iShares Russell Mid-Cap ETF
IWR
$44.9B
$442K ﹤0.01%
4,804
VNQ icon
106
Vanguard Real Estate ETF
VNQ
$33.9B
$290K ﹤0.01%
3,255
MNDY icon
107
monday.com
MNDY
$8.2B
$277K ﹤0.01%
882
ICLN icon
108
iShares Global Clean Energy ETF
ICLN
$1.91B
$259K ﹤0.01%
19,773
SCHE icon
109
Schwab Emerging Markets Equity ETF
SCHE
$11.6B
$258K ﹤0.01%
8,548
-809
REE icon
110
REE Automotive
REE
$25.6M
$231K ﹤0.01%
387,500
JPM icon
111
JPMorgan Chase
JPM
$872B
$77K ﹤0.01%
264
-52
BAC icon
112
Bank of America
BAC
$395B
$62K ﹤0.01%
1,316
-18
HD icon
113
Home Depot
HD
$369B
$60K ﹤0.01%
164
-12
GS icon
114
Goldman Sachs
GS
$252B
$54K ﹤0.01%
77
+32
PERI icon
115
Perion Network
PERI
$472M
$49K ﹤0.01%
4,804
EMR icon
116
Emerson Electric
EMR
$74.5B
$48K ﹤0.01%
359
+5
PH icon
117
Parker-Hannifin
PH
$108B
$47K ﹤0.01%
68
-5
CRM icon
118
Salesforce
CRM
$234B
$45K ﹤0.01%
164
+91
URI icon
119
United Rentals
URI
$54.8B
$45K ﹤0.01%
60
-6
SPGI icon
120
S&P Global
SPGI
$150B
$44K ﹤0.01%
84
-4
AMAT icon
121
Applied Materials
AMAT
$184B
$44K ﹤0.01%
241
+27
BRK.B icon
122
Berkshire Hathaway Class B
BRK.B
$1.08T
$43K ﹤0.01%
89
-10
LIN icon
123
Linde
LIN
$200B
$43K ﹤0.01%
91
-18
UNH icon
124
UnitedHealth
UNH
$307B
$41K ﹤0.01%
132
+70
TXN icon
125
Texas Instruments
TXN
$148B
$40K ﹤0.01%
192
+79