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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
ZIM icon
76
ZIM Integrated Shipping Services
ZIM
$3.2B
$1.63M 0.27%
+27,630
New +$1.41M
JOYY
77
JOYY Inc
JOYY
$3.74B
$1.52M 0.25%
33,575
– –
RDWR icon
78
Radware
RDWR
$1.22B
$1.49M 0.25%
35,773
– –
XLC icon
79
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$1.41M 0.23%
18,085
– –
XLP icon
80
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.8B
$1.34M 0.22%
17,433
– –
XBI icon
81
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$1.15M 0.19%
10,273
– –
MGIC
82
DELISTED
Magic Software Enterprises
MGIC
$1.1M 0.18%
52,678
– –
CHKP icon
83
Check Point Software Technologies
CHKP
$13.2B
$1M 0.17%
8,618
– –
TEVA icon
84
Teva Pharmaceuticals
TEVA
$43B
$501K 0.08%
62,517
– –
DIA icon
85
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$417K 0.07%
1,147
– –
FRSX
86
Foresight Autonomous Holdings
FRSX
$4.14M
$222K 0.04%
1,038
– –
URGN icon
87
UroGen Pharma
URGN
$2.4B
$208K 0.03%
21,823
– –
XLE icon
88
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$206K 0.03%
+7,406
New +$209K
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.