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KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Portfolio holdings

AUM $809M
1-Year Est. Return 25.2%
This Fund
S&P 500
This Quarter Est. Return
+7.71%
1 Year Est. Return
+25.2%
3 Year Est. Return
+80.79%
5 Year Est. Return
+76.81%
10 Year Est. Return
+310.67%
AUM
$604M
AUM Growth
+$56M
Cap. Flow
+$22.4M
Cap. Flow %
3.71%
Top 10 Hldgs %
41.54%
Holding
88
New
4
Increased
6
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
WIX icon
WIX.com
WIX
+$5.29M
2
META icon
Meta Platforms (Facebook)
META
+$4.81M
3
AMZN icon
Amazon
AMZN
+$4.81M
4
TSEM icon
Tower Semiconductor
TSEM
+$3.82M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.14M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.89M
2
KEN icon
Kenon Holdings
KEN
+$1.84M

Sector Composition

Rank Sector Weight
1 Technology 13.39%
2 Financials 6.92%
3 Consumer Discretionary 4.65%
4 Communication Services 4.03%
5 Industrials 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCLD
26
WisdomTree Cloud Computing Fund
WCLD
$302M
$7.45M 1.23%
143,639
– –
TSEM icon
27
Tower Semiconductor
TSEM
$29.4B
$7.1M 1.18%
178,773
+109,955
+160% +$3.82M
COF icon
28
Capital One
COF
$136B
$6.66M 1.1%
45,894
– –
GXC icon
29
State Street SPDR S&P China ETF
GXC
$474M
$6.31M 1.05%
61,100
– –
INDA icon
30
iShares MSCI India ETF
INDA
$6.58B
$5.8M 0.96%
126,542
– –
ORA icon
31
Ormat Technologies
ORA
$6.97B
$5.72M 0.95%
74,696
– –
IWM icon
32
iShares Russell 2000 ETF
IWM
$82.2B
$5.71M 0.95%
25,651
– –
PSI icon
33
Invesco Semiconductors ETF
PSI
$2.58B
$5.63M 0.93%
109,947
– –
AAXJ icon
34
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$5.52M 0.91%
66,718
– –
MCHI icon
35
iShares MSCI China ETF
MCHI
$6.21B
$5.3M 0.88%
84,485
+35,397
+72% +$2.38M
NEE icon
36
NextEra Energy
NEE
$179B
$5.1M 0.84%
54,588
– –
PAVE icon
37
Global X US Infrastructure Development ETF
PAVE
$14.3B
$4.92M 0.81%
170,896
– –
WIX icon
38
WIX.com
WIX
$2.88B
$4.82M 0.8%
+30,534
New +$5.29M
ESLT icon
39
Elbit Systems
ESLT
$36.5B
$4.78M 0.79%
27,591
– –
ITA icon
40
iShares US Aerospace & Defense ETF
ITA
$15B
$4.55M 0.75%
44,300
– –
JD icon
41
JD.com
JD
$42.7B
$4.39M 0.73%
62,652
– –
CHIQ icon
42
Global X MSCI China Consumer Discretionary ETF
CHIQ
$123M
$4.31M 0.71%
165,947
– –
WMT icon
43
Walmart Inc
WMT
$923B
$4.13M 0.68%
85,521
– –
EWY icon
44
iShares MSCI South Korea ETF
EWY
$27.2B
$4.12M 0.68%
52,840
– –
BABA icon
45
Alibaba
BABA
$300B
$3.96M 0.66%
33,382
– –
MA icon
46
Mastercard
MA
$490B
$3.94M 0.65%
10,964
– –
APTV icon
47
Aptiv
APTV
$10.1B
$3.58M 0.59%
21,710
– –
PLD icon
48
Prologis
PLD
$134B
$3.54M 0.59%
21,034
– –
FTCH
49
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$3.53M 0.58%
105,535
– –
EXPE icon
50
Expedia Group
EXPE
$39.1B
$3.42M 0.57%
18,908
– –
1
2
3 4

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RIM
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AR
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AF
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KCP
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UM
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q4 2021 Portfolio in Review

As of Q4 2021, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 88 positions worth $604M, up 10% from $548M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet deployed $22.4M of net new capital in Q4 2021, opening 4 new positions and adding to 6 existing holdings. Its largest new stake was WIX.com: 30,534 shares worth $4.82M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 10% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $4.89M trimmed.

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q4 2021 buy was WIX.com: 30,534 shares worth $4.82M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to Meta Platforms (Facebook) in Q4 2021, an estimated $4.81M increase.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q4 2021 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.89M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 42% of its $604M portfolio in Q4 2021.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 4 new positions and closed 0 in Q4 2021.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value rose 10% quarter-over-quarter to $604M.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q4 2021, filed 14 Feb 2022.