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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
NRDY icon
126
Nerdy
NRDY
$107M
$3.15M 0.03%
+700,000
New +$5M
VNQ icon
127
Vanguard Real Estate ETF
VNQ
$39.4B
$3.06M 0.03%
26,410
– –
NOGN
128
DELISTED
Nogin, Inc. Common Stock
NOGN
$2.96M 0.03%
+15,000
New +$2.96M
CYBR
129
DELISTED
CyberArk
CYBR
$2.6M 0.03%
15,000
– –
LPSN icon
130
LivePerson
LPSN
$22M
$2.53M 0.03%
4,727
-1,440
-23% -$999K
LOKM
131
DELISTED
Live Oak Mobility Acquisition Corp.
LOKM
$2.44M 0.03%
250,000
– –
EEM icon
132
iShares MSCI Emerging Markets ETF
EEM
$28.6B
$2.29M 0.02%
46,868
– –
SOXX icon
133
iShares Semiconductor ETF
SOXX
$41.7B
$2.25M 0.02%
12,438
-10,980
-47% -$1.84M
EMXC icon
134
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.2B
$2.15M 0.02%
35,350
– –
OXY.WS icon
135
CALL
Occidental Petroleum Corp Warrants
OXY.WS
$32B
$1.92M 0.02%
151,873
+4,169
+3% +$57.2K
AEAC
136
DELISTED
Authentic Equity Acquisition Corp. Class A ordinary share
AEAC
$1.34M 0.01%
137,500
– –
AA icon
137
Alcoa
AA
$11.9B
$1.34M 0.01%
22,500
-2,500
-10% -$125K
PLUG icon
138
Plug Power
PLUG
$2.92B
$1.34M 0.01%
47,500
-460,000
-91% -$15.9M
IPAY icon
139
Amplify Mobile Payments ETF
IPAY
$173M
$1.2M 0.01%
20,670
– –
ACII
140
DELISTED
Atlas Crest Investment Corp. II
ACII
$973K 0.01%
100,000
– –
S icon
141
SentinelOne
S
$6.31B
$966K 0.01%
+19,124
New +$1.12M
XLRE icon
142
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.6B
$933K 0.01%
18,000
– –
CCJ icon
143
Cameco
CCJ
$38.4B
$872K 0.01%
40,000
-10,000
-20% -$242K
GLD icon
144
SPDR Gold Trust
GLD
$133B
$855K 0.01%
5,000
– –
MPLX icon
145
MPLX
MPLX
$58.5B
$814K 0.01%
27,500
-2,500
-8% -$74.9K
XOM icon
146
ExxonMobil
XOM
$651B
$765K 0.01%
12,500
-2,500
-17% -$156K
OXY icon
147
Occidental Petroleum
OXY
$55.6B
$725K 0.01%
25,000
– –
EOG icon
148
EOG Resources
EOG
$77.5B
$622K 0.01%
7,000
-3,000
-30% -$269K
ALB icon
149
Albemarle
ALB
$13.9B
$585K 0.01%
2,500
-1,500
-38% -$371K
ET icon
150
Energy Transfer Partners
ET
$69.6B
$576K 0.01%
70,000
– –
4 5
6
7 8

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.