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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
+8.91%
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
$398M
AUM Growth
+$30.5M
(+8.3%)
Cap. Flow
+$1.42M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
49.87%
Holding
64
New
5
Increased
10
Reduced
5
Closed
5
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eaton
ETN
|
+$4.63M |
| 2 |
Airbnb
ABNB
|
+$3.68M |
| 3 |
Ulta Beauty
ULTA
|
+$3.16M |
| 4 |
Carrier Global
CARR
|
+$2.44M |
| 5 |
Moderna
MRNA
|
+$2.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Goldman Sachs
GS
|
+$5.13M |
| 2 |
WCLD
WisdomTree Cloud Computing Fund
WCLD
|
+$4.54M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.23M |
| 4 |
Global X Cloud Computing ETF
CLOU
|
+$2.88M |
| 5 |
JPMorgan Chase
JPM
|
+$2.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.78% |
| 2 | Consumer Discretionary | 8.8% |
| 3 | Financials | 5.49% |
| 4 | Communication Services | 3.3% |
| 5 | Industrials | 2.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco S&P 500 Equal Weight ETF
RSP
$99.9B
| $1.18M | 0.3% |
6,595
| – | – |
|
52
SolarEdge
SEDG
$1.97B
| $902K | 0.23% |
39,368
| – | – |
|
53
Enlight Renewable Energy
ENLT
$12.1B
| $856K | 0.22% |
50,630
| – | – |
|
54
Perion Network
PERI
$379M
| $519K | 0.13% |
65,880
| – | – |
|
55
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
| $487K | 0.12% |
1,147
| – | – |
|
56
iShares MSCI Japan ETF
EWJ
$23.1B
| $460K | 0.12% |
6,423
| – | – |
|
57
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
| $325K | 0.08% |
7,406
| – | – |
|
58
UroGen Pharma
URGN
$2.4B
| $277K | 0.07% |
21,823
| – | – |
|
59
iShares MSCI India ETF
INDA
$6.6B
| $249K | 0.06% |
4,248
| – | – |
|
|
60
Global X Cloud Computing ETF
CLOU
$270M
| – | – |
-146,649
| Closed | -$2.88M |
|
61
Fortinet
FTNT
$120B
| – | – |
-41,074
| Closed | -$2.47M |
|
|
62
Goldman Sachs
GS
$305B
| – | – |
-11,351
| Closed | -$5.13M |
|
|
63
JPMorgan Chase
JPM
$963B
| – | – |
-12,849
| Closed | -$2.6M |
|
|
WCLD
64
WisdomTree Cloud Computing Fund
WCLD
$304M
| – | – |
-143,639
| Closed | -$4.54M |
|
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AAM
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q3 2024 Portfolio in Review
As of Q3 2024, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 64 positions worth $398M, up 8.3% from $367M the previous quarter. Its ten largest holdings account for 50% of the portfolio.
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q3 2024 filing shows 5 new, 10 increased, 5 reduced and 5 closed positions. Its largest new stake was Eaton: 15,150 shares worth $5.02M. The largest sale was Goldman Sachs, an estimated $5.13M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Consumer Discretionary and Financials.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q3 2024 buy was Eaton: 15,150 shares worth $5.02M.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to Carrier Global in Q3 2024, an estimated $2.44M increase.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q3 2024 reduction was Meta Platforms (Facebook), cutting an estimated $3.23M.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet fully exited Goldman Sachs in Q3 2024, selling an estimated $5.13M.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 50% of its $398M portfolio in Q3 2024.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 5 new positions and closed 5 in Q3 2024.
- Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value rose 8.3% quarter-over-quarter to $398M.
Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q3 2024, filed 4 Nov 2024.