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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 | |
|---|---|---|---|---|---|---|
151
RTX Corp
RTX
$260B
| $21K | ﹤0.01% |
145
-13
| -8% | -$1.73K |
|
152
Alphabet (Google) Class C
GOOG
$4.36T
| $20K | ﹤0.01% |
112
-8
| -7% | -$1.32K |
|
153
O'Reilly Automotive
ORLY
$71.1B
| $20K | ﹤0.01% |
225
-30
| -12% | -$2.73K |
|
154
Tesla
TSLA
$1.49T
| $20K | ﹤0.01% |
63
-4
| -6% | -$1.21K |
|
155
Trane Technologies
TT
$107B
| $20K | ﹤0.01% |
46
-12
| -21% | -$4.73K |
|
156
Advanced Micro Devices
AMD
$894B
| $18K | ﹤0.01% |
124
-8
| -6% | -$871 |
|
157
Chevron
CVX
$362B
| $18K | ﹤0.01% |
124
-13
| -9% | -$1.83K |
|
158
General Motors
GM
$69.3B
| $18K | ﹤0.01% |
364
-24
| -6% | -$1.14K |
|
159
McDonald's
MCD
$191B
| $18K | ﹤0.01% |
60
-4
| -6% | -$1.23K |
|
160
Union Pacific
UNP
$171B
| $18K | ﹤0.01% |
77
-7
| -8% | -$1.55K |
|
161
PepsiCo
PEP
$185B
| $17K | ﹤0.01% |
128
-4
| -3% | -$539 |
|
162
Sempra
SRE
$61B
| $17K | ﹤0.01% |
229
-4
| -2% | -$297 |
|
163
Teck Resources
TECK
$29.4B
| $17K | ﹤0.01% |
+421
| New | +$15.2K |
|
164
Abbott
ABT
$155B
| $16K | ﹤0.01% |
114
-23
| -17% | -$3.03K |
|
165
AstraZeneca
AZN
$255B
| $16K | ﹤0.01% |
115
-4
| -3% | -$561 |
|
166
Brookfield
BN
$107B
| $16K | ﹤0.01% |
393
+15
| +4% | +$556 |
|
167
Progressive
PGR
$132B
| $16K | ﹤0.01% |
61
-1
| -2% | -$274 |
|
168
Coca-Cola Europacific Partners
CCEP
$46.7B
| $15K | ﹤0.01% |
165
+51
| +45% | +$4.57K |
|
169
Monster Beverage
MNST
$95.8B
| $15K | ﹤0.01% |
247
-8
| -3% | -$489 |
|
170
ServiceNow
NOW
$108B
| $15K | ﹤0.01% |
75
-45
| -38% | -$8.49K |
|
171
Chubb
CB
$134B
| $14K | ﹤0.01% |
48
-70
| -59% | -$20.1K |
|
|
EMBJ
172
Embraer S.A. ADS
EMBJ
$11.6B
| $14K | ﹤0.01% |
242
+9
| +4% | +$425 |
|
173
Amphenol
APH
$195B
| $13K | ﹤0.01% |
133
-4
| -3% | -$327 |
|
174
Becton Dickinson
BDX
$41.5B
| $13K | ﹤0.01% |
76
-106
| -58% | -$19.4K |
|
175
Danaher
DHR
$141B
| $13K | ﹤0.01% |
68
-10
| -13% | -$1.94K |
|
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