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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
+1.81%
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
$417M
AUM Growth
+$18.9M
Cap. Flow
+$13.6M
Cap. Flow %
3.27%
Top 10 Hldgs %
45.93%
Holding
69
New
10
Increased
11
Reduced
7
Closed
9

Top Buys

Rank Stock Value
1
SMH icon
VanEck Semiconductor ETF
SMH
+$10.3M
2
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$7.04M
3
AVGO icon
Broadcom
AVGO
+$5.75M
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$4.92M
5
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
+$4.73M

Top Sells

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$11.8M
2
TSLA icon
Tesla
TSLA
+$7.01M
3
BABA icon
Alibaba
BABA
+$6.4M
4
ETN icon
Eaton
ETN
+$5.02M
5
ABNB icon
Airbnb
ABNB
+$3.6M

Sector Composition

Rank Sector Weight
1 Technology 13.76%
2 Financials 6.33%
3 Consumer Discretionary 3.4%
4 Communication Services 2.89%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSEM icon
51
Tower Semiconductor
TSEM
$29.1B
$1.78M 0.43%
34,492
– –
RSP icon
52
Invesco S&P 500 Equal Weight ETF
RSP
$99.9B
$1.15M 0.28%
6,595
– –
ENLT icon
53
Enlight Renewable Energy
ENLT
$12.1B
$872K 0.21%
50,630
– –
PERI icon
54
Perion Network
PERI
$384M
$558K 0.13%
65,880
– –
SEDG icon
55
SolarEdge
SEDG
$1.96B
$535K 0.13%
39,368
– –
DIA icon
56
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$489K 0.12%
1,147
– –
EWJ icon
57
iShares MSCI Japan ETF
EWJ
$23.1B
$431K 0.1%
6,423
– –
XLE icon
58
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$317K 0.08%
7,406
– –
URGN icon
59
UroGen Pharma
URGN
$2.4B
$232K 0.06%
21,823
– –
INDA icon
60
iShares MSCI India ETF
INDA
$6.6B
$223K 0.05%
4,248
– –
ABNB icon
61
Airbnb
ABNB
$108B
– –
-28,395
Closed -$3.6M
BABA icon
62
Alibaba
BABA
$297B
– –
-60,352
Closed -$6.4M
BIDU icon
63
Baidu
BIDU
$35.5B
– –
-16,520
Closed -$1.74M
ETN icon
64
Eaton
ETN
$178B
– –
-15,150
Closed -$5.02M
FROG icon
65
JFrog
FROG
$10.6B
– –
-60,600
Closed -$1.76M
JD icon
66
JD.com
JD
$41.3B
– –
-62,652
Closed -$2.51M
MRNA icon
67
Moderna
MRNA
$25.4B
– –
-44,347
Closed -$2.96M
TSLA icon
68
Tesla
TSLA
$1.3T
– –
-26,805
Closed -$7.01M
ULTA icon
69
Ulta Beauty
ULTA
$22.5B
– –
-8,437
Closed -$3.28M
1 2
3

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BCM
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RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
AR
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AF
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KCP
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UM
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AAM
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Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's Q4 2024 Portfolio in Review

As of Q4 2024, Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet held 69 positions worth $417M, up 4.8% from $398M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet deployed $13.6M of net new capital in Q4 2024, opening 10 new positions and adding to 11 existing holdings. Its largest new stake was VanEck Semiconductor ETF: 41,612 shares worth $10.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Invesco QQQ Trust, an estimated $11.8M trimmed.

  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's largest Q4 2024 buy was VanEck Semiconductor ETF: 41,612 shares worth $10.1M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet added most to WisdomTree India Earnings Fund ETF in Q4 2024, an estimated $7.04M increase.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's biggest Q4 2024 reduction was Invesco QQQ Trust, cutting an estimated $11.8M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet fully exited Tesla in Q4 2024, selling an estimated $7.01M.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's ten largest holdings make up 46% of its $417M portfolio in Q4 2024.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet opened 10 new positions and closed 9 in Q4 2024.
  • Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's portfolio value rose 4.8% quarter-over-quarter to $417M.

Based on Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet's 13F filing for Q4 2024, filed 10 Feb 2025.