We are live on ! Find out more
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
QQQ icon
1
Invesco QQQ Trust
QQQ
$481B
$39.2M 9.41%
76,619
-23,257
-23% -$11.8M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$37.8M 9.08%
64,387
+1,602
+3% +$944K
XLF icon
3
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$26M 6.23%
537,641
– –
XLI icon
4
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$22M 5.27%
166,882
– –
EPI icon
5
WisdomTree India Earnings Fund ETF
EPI
$2.04B
$15.2M 3.65%
336,162
+148,412
+79% +$7.04M
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$11.1M 2.67%
80,993
-24,349
-23% -$3.56M
RSPN icon
7
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$10.5M 2.52%
209,374
– –
SMH icon
8
VanEck Semiconductor ETF
SMH
$72B
$10.1M 2.42%
+41,612
New +$10.3M
V icon
9
Visa
V
$671B
$9.95M 2.39%
31,505
– –
XLY icon
10
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$9.51M 2.28%
84,814
-20,854
-20% -$2.23M
AMZN icon
11
Amazon
AMZN
$2.88T
$9.32M 2.24%
42,500
-6,732
-14% -$1.38M
PAVE icon
12
Global X US Infrastructure Development ETF
PAVE
$14.3B
$9.29M 2.23%
229,190
– –
MCHI icon
13
iShares MSCI China ETF
MCHI
$6.21B
$8.71M 2.09%
185,995
– –
XLC icon
14
State Street Communication Services Select Sector SPDR ETF
XLC
$22.3B
$8.6M 2.06%
88,866
– –
ADBE icon
15
Adobe
ADBE
$103B
$8.55M 2.05%
19,241
– –
META icon
16
Meta Platforms (Facebook)
META
$1.47T
$8.02M 1.92%
13,707
– –
XLK icon
17
State Street Technology Select Sector SPDR ETF
XLK
$124B
$7.96M 1.91%
68,492
– –
ICL icon
18
ICL Group
ICL
$7.06B
$7.8M 1.87%
1,582,283
+797,450
+102% +$3.57M
NVDA icon
19
NVIDIA
NVDA
$5.43T
$7.73M 1.86%
57,633
-18,690
-24% -$2.58M
CLBT icon
20
Cellebrite
CLBT
$3.8B
$7.66M 1.84%
348,173
-178,585
-34% -$3.44M
AVGO icon
21
Broadcom
AVGO
$1.98T
$7.22M 1.73%
+31,083
New +$5.75M
CARR icon
22
Carrier Global
CARR
$52B
$7.1M 1.71%
103,822
+30,711
+42% +$2.32M
PPA icon
23
Invesco Aerospace & Defense ETF
PPA
$8.74B
$7.01M 1.68%
61,165
– –
PLD icon
24
Prologis
PLD
$134B
$6.71M 1.61%
63,211
+23,056
+57% +$2.65M
KCE icon
25
State Street SPDR S&P Capital Markets ETF
KCE
$473M
$6.56M 1.57%
47,687
+16,750
+54% +$2.32M
1
2 3

Similar funds

ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AF
Ally Financial Detroit, Michigan $804M AUM 0.18% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

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.