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
$7.64B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$860M
2
+$181M
3
+$118M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$74.3M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$66.5M

Top Sells

1
+$729M
2
+$516M
3
+$149M
4
ESLT icon
Elbit Systems
ESLT
+$141M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$88.6M

Sector Composition

1 Technology 27.11%
2 Communication Services 9.06%
3 Healthcare 6.83%
4 Industrials 5.74%
5 Utilities 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-7,000
127
– –
-600,000
128
– –
-39,100
129
– –
-1,621,206
130
– –
-165,252
131
– –
-1,117
132
– –
0
133
– –
-222,159
134
– –
-20,000
135
– –
-357,015
136
– –
0
137
– –
0
138
– –
0
139
– –
0
140
– –
0
141
– –
0
142
– –
0
2 3 4 5
6