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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
QQQ icon
1
Invesco QQQ Trust
QQQ
$481B
$43.8M 7.26%
110,131
– –
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$40M 6.63%
84,248
+1,327
+2% +$609K
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$124B
$31M 5.14%
356,784
– –
XLI icon
4
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$23.3M 3.86%
220,413
– –
XLF icon
5
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$21.1M 3.5%
541,040
– –
KBA icon
6
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$148M
$20.2M 3.35%
465,716
– –
NVDA icon
7
NVIDIA
NVDA
$5.43T
$20M 3.31%
678,920
– –
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.03T
$19.3M 3.2%
44,296
-11,586
-21% -$4.89M
HYG icon
9
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$17.4M 2.89%
200,513
– –
IGV icon
10
iShares Expanded Tech-Software Sector ETF
IGV
$14.8B
$14.5M 2.4%
182,500
– –
MSFT icon
11
Microsoft
MSFT
$3.66T
$13.2M 2.19%
39,243
– –
JPM icon
12
JPMorgan Chase
JPM
$971B
$13.2M 2.18%
83,150
– –
KWEB icon
13
KraneShares CSI China Internet ETF
KWEB
$5.45B
$13.1M 2.17%
358,744
– –
ICL icon
14
ICL Group
ICL
$7.06B
$12.2M 2.02%
1,266,927
– –
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.19T
$10.8M 1.8%
74,940
– –
XLY icon
16
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$10.5M 1.75%
103,074
– –
XLV icon
17
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$10.5M 1.73%
74,204
– –
META icon
18
Meta Platforms (Facebook)
META
$1.47T
$9.51M 1.58%
28,282
+14,491
+105% +$4.81M
AMZN icon
19
Amazon
AMZN
$2.88T
$9.47M 1.57%
56,780
+28,080
+98% +$4.81M
AAPL icon
20
Apple
AAPL
$4.41T
$8.76M 1.45%
49,356
– –
SEDG icon
21
SolarEdge
SEDG
$1.97B
$8.72M 1.44%
31,074
– –
TAN icon
22
Invesco Solar ETF
TAN
$1.37B
$8.43M 1.4%
109,482
– –
V icon
23
Visa
V
$671B
$8.21M 1.36%
37,894
+12,272
+48% +$2.63M
NVMI
24
Nova
NVMI
$12.9B
$7.87M 1.3%
53,728
– –
IHI icon
25
iShares US Medical Devices ETF
IHI
$3.48B
$7.82M 1.29%
118,699
– –
1
2 3 4

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BCM
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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.