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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
+12.5%
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
$15.5B
AUM Growth
+$2.38B
(+18%)
Cap. Flow
+$1.13B
Cap. Flow
% of AUM
7.32%
Top 10 Holdings %
Top 10 Hldgs %
54.41%
Holding
231
New
17
Increased
52
Reduced
93
Closed
17
Top Buys
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$456M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$424M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$304M |
| 4 |
Vanguard Health Care ETF
VHT
|
+$244M |
| 5 |
Elbit Systems
ESLT
|
+$199M |
Top Sells
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
+$279M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$217M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$144M |
| 4 |
Micron Technology
MU
|
+$136M |
| 5 |
Invesco KBW Bank ETF
KBWB
|
+$126M |
Sector Composition
| 1 | Technology | 21.61% |
| 2 | Healthcare | 8.66% |
| 3 | Industrials | 7.65% |
| 4 | Utilities | 6% |
| 5 | Communication Services | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
ExxonMobil
XOM
$601B
| $26K | ﹤0.01% |
213
-38
| -15% | -$4.41K |
|
152
General Motors
GM
$69.3B
| $23K | ﹤0.01% |
283
-53
| -16% | -$3.74K |
|
|
MRSH
153
Marsh
MRSH
$85.8B
| $23K | ﹤0.01% |
125
+82
| +191% | +$15.3K |
|
154
BJs Wholesale Club
BJ
$11.5B
| $22K | ﹤0.01% |
247
+74
| +43% | +$6.79K |
|
155
Philip Morris
PM
$274B
| $22K | ﹤0.01% |
135
-25
| -16% | -$3.87K |
|
156
Tesla
TSLA
$1.49T
| $22K | ﹤0.01% |
49
-9
| -16% | -$3.99K |
|
157
CBRE Group
CBRE
$39B
| $21K | ﹤0.01% |
128
-37
| -22% | -$5.82K |
|
158
Goldman Sachs
GS
$336B
| $21K | ﹤0.01% |
24
-44
| -65% | -$35.9K |
|
159
Coca-Cola Europacific Partners
CCEP
$46.7B
| $20K | ﹤0.01% |
215
-33
| -13% | -$2.98K |
|
160
Caesarstone
CSTE
$88.2M
| $20K | ﹤0.01% |
10,743
| – | – |
|
161
Brookfield
BN
$107B
| $19K | ﹤0.01% |
407
+23
| +6% | +$1.05K |
|
162
RTX Corp
RTX
$260B
| $19K | ﹤0.01% |
106
-25
| -19% | -$4.34K |
|
163
Chevron
CVX
$362B
| $18K | ﹤0.01% |
116
-21
| -15% | -$3.2K |
|
164
Merck
MRK
$298B
| $17K | ﹤0.01% |
158
-90
| -36% | -$8.45K |
|
165
AstraZeneca
AZN
$255B
| $16K | ﹤0.01% |
85
-20
| -19% | -$3.51K |
|
166
Procter & Gamble
PG
$340B
| $16K | ﹤0.01% |
114
-20
| -15% | -$2.95K |
|
167
Alcon
ALC
$32.6B
| $15K | ﹤0.01% |
+189
| New | +$14.6K |
|
168
McDonald's
MCD
$191B
| $15K | ﹤0.01% |
49
-7
| -13% | -$2.14K |
|
169
Monster Beverage
MNST
$95.8B
| $15K | ﹤0.01% |
196
-16
| -8% | -$1.15K |
|
170
Amphenol
APH
$195B
| $14K | ﹤0.01% |
107
-8
| -7% | -$1.07K |
|
171
CME Group
CME
$88B
| $14K | ﹤0.01% |
50
+6
| +14% | +$1.63K |
|
172
O'Reilly Automotive
ORLY
$71.1B
| $14K | ﹤0.01% |
155
-48
| -24% | -$4.69K |
|
173
Teck Resources
TECK
$29.4B
| $14K | ﹤0.01% |
289
-191
| -40% | -$8.27K |
|
174
Texas Instruments
TXN
$278B
| $14K | ﹤0.01% |
83
-130
| -61% | -$22.3K |
|
175
Abbott
ABT
$155B
| $13K | ﹤0.01% |
106
-4
| -4% | -$510 |
|
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