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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
+5.41%
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
$11.1B
AUM Growth
-$200M
Cap. Flow
-$592M
Cap. Flow %
-5.33%
Top 10 Hldgs %
51.96%
Holding
215
New
92
Increased
21
Reduced
36
Closed
24

Top Buys

Rank Stock Value
1
SOXX icon
iShares Semiconductor ETF
SOXX
+$300M
2
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$209M
3
ASHR icon
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
+$198M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$182M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$175M

Top Sells

Rank Stock Value
1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$351M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$230M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$208M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$190M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$138M

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Healthcare 8.93%
3 Communication Services 5.88%
4 Industrials 3.83%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$1.07B 9.6%
1,814,489
+51,706
+3% +$30.5M
QQQM icon
2
Invesco NASDAQ 100 ETF
QQQM
$93B
$945M 8.52%
4,492,480
-1,685,520
-27% -$351M
TEVA icon
3
Teva Pharmaceuticals
TEVA
$40.4B
$860M 7.75%
38,962,773
+4,418,961
+13% +$80.4M
VOO icon
4
Vanguard S&P 500 ETF
VOO
$956B
$746M 6.72%
1,384,423
+78,260
+6% +$42.4M
XLF icon
5
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$584M 5.26%
12,077,000
+3,766,000
+45% +$182M
ESLT icon
6
Elbit Systems
ESLT
$36B
$354M 3.19%
1,352,900
-41,779
-3% -$9.8M
NICE icon
7
Nice
NICE
$6.15B
$307M 2.76%
1,802,822
-61,709
-3% -$11M
AMZN icon
8
Amazon
AMZN
$2.44T
$306M 2.75%
1,393,158
-212,842
-13% -$43.5M
META icon
9
Meta Platforms (Facebook)
META
$1.49T
$301M 2.71%
514,047
-28,456
-5% -$16.7M
PAVE icon
10
Global X US Infrastructure Development ETF
PAVE
$13.5B
$301M 2.71%
7,418,750
+1,464,000
+25% +$62.7M
TSEM icon
11
Tower Semiconductor
TSEM
$21.2B
$291M 2.62%
5,631,160
– –
SOXX icon
12
iShares Semiconductor ETF
SOXX
$38.4B
$289M 2.61%
+1,343,000
New +$300M
NVMI
13
Nova
NVMI
$11.7B
$273M 2.45%
1,383,339
+101,470
+8% +$19.5M
MSFT icon
14
Microsoft
MSFT
$2.9T
$265M 2.39%
629,119
-32,881
-5% -$14M
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.12T
$255M 2.3%
1,346,662
-304,338
-18% -$53.2M
IGV icon
16
iShares Expanded Tech-Software Sector ETF
IGV
$12.4B
$211M 1.9%
+2,106,000
New +$209M
NVDA icon
17
NVIDIA
NVDA
$4.6T
$208M 1.87%
1,546,406
-524,594
-25% -$72.3M
KBWB icon
18
Invesco KBW Bank ETF
KBWB
$6.72B
$193M 1.74%
2,950,000
+2,672,000
+961% +$175M
ASHR icon
19
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.53B
$188M 1.69%
+7,100,000
New +$198M
AAPL icon
20
Apple
AAPL
$4.97T
$183M 1.65%
732,188
-144,812
-17% -$34.1M
ORA icon
21
Ormat Technologies
ORA
$5.8B
$153M 1.37%
2,248,499
-33,700
-1% -$2.6M
ENLT icon
22
Enlight Renewable Energy
ENLT
$11.3B
$152M 1.37%
8,789,561
+18,400
+0.2% +$296K
CAMT icon
23
Camtek
CAMT
$5.92B
$136M 1.22%
1,670,000
+154,548
+10% +$12.1M
TSM icon
24
TSMC
TSM
$1.94T
$122M 1.1%
618,000
– –
XME icon
25
State Street SPDR S&P Metals & Mining ETF
XME
$3.75B
$119M 1.07%
2,100,000
– –
1
2 3 4 5

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 2024 Portfolio in Review

As of Q4 2024, Clal Insurance held 215 positions worth $11.1B, down 1.8% from $11.3B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Clal Insurance withdrew a net $592M in Q4 2024, closing 24 positions and reducing 36 holdings. Its most notable exit was State Street Consumer Staples Select Sector SPDR ETF, an estimated $230M position sold in full.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Clal Insurance opened a new position in iShares Semiconductor ETF worth $289M.

  • Clal Insurance's largest Q4 2024 buy was iShares Semiconductor ETF: 1,343,000 shares worth $289M.
  • Clal Insurance added most to State Street Financial Select Sector SPDR ETF in Q4 2024, an estimated $182M increase.
  • Clal Insurance's biggest Q4 2024 reduction was Invesco NASDAQ 100 ETF, cutting an estimated $351M.
  • Clal Insurance fully exited State Street Consumer Staples Select Sector SPDR ETF in Q4 2024, selling an estimated $230M.
  • Clal Insurance's ten largest holdings make up 52% of its $11.1B portfolio in Q4 2024.
  • Clal Insurance opened 92 new positions and closed 24 in Q4 2024.
  • Clal Insurance's portfolio value fell 1.8% quarter-over-quarter to $11.1B.

Based on Clal Insurance's 13F filing for Q4 2024, filed 6 Feb 2025.