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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Portfolio holdings

AUM $2.44B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
+10.91%
1 Year Est. Return
+24.95%
3 Year Est. Return
+79.44%
5 Year Est. Return
+73.81%
10 Year Est. Return
+283.39%
AUM
$1.24B
AUM Growth
+$23.4M
Cap. Flow
-$54.1M
Cap. Flow %
-4.36%
Top 10 Hldgs %
37.15%
Holding
103
New
8
Increased
13
Reduced
8
Closed
11

Sector Composition

Rank Sector Weight
1 Technology 15.08%
2 Financials 5.9%
3 Consumer Discretionary 4.53%
4 Communication Services 4.05%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GS icon
76
Goldman Sachs
GS
$305B
$3.65M 0.29%
11,280
PYPL icon
77
PayPal
PYPL
$50.9B
$3.47M 0.28%
46,622
QCLN icon
78
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$637M
$3.45M 0.28%
67,769
ENLT icon
79
Enlight Renewable Energy
ENLT
$12B
$2.34M 0.19%
+141,550
New +$2.39M
INVZ icon
80
Innoviz Technologies
INVZ
$114M
$2.21M 0.18%
673,745
RDWR icon
81
Radware
RDWR
$1.22B
$1.94M 0.16%
92,033
MGIC
82
DELISTED
Magic Software Enterprises
MGIC
$1.82M 0.15%
135,801
GMDA
83
DELISTED
Gamida Cell Ltd. Ordinary Shares
GMDA
$1.7M 0.14%
2,211,981
ZIM icon
84
ZIM Integrated Shipping Services
ZIM
$3.21B
$1.48M 0.12%
61,490
FTCH
85
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
$1.32M 0.11%
284,793
IWM icon
86
iShares Russell 2000 ETF
IWM
$82.6B
$1.11M 0.09%
6,324
XLRE icon
87
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.65B
$417K 0.03%
11,386
ATER icon
88
Aterian
ATER
$5.23M
$331K 0.03%
33,669
OTMO
89
DELISTED
Otonomo Technologies Ltd. Ordinary shares
OTMO
$309K 0.02%
41,133
FXI icon
90
iShares China Large-Cap ETF
FXI
$4.17B
$155K 0.01%
5,184
IBB icon
91
iShares Biotechnology ETF
IBB
$9.81B
$120K 0.01%
940
BILL icon
92
BILL Holdings
BILL
$4.92B
$119K 0.01%
1,548
BAC icon
93
Bank of America
BAC
$451B
-213,266
Closed -$7.14M
COF icon
94
Capital One
COF
$137B
-122,500
Closed -$11.4M
DRS icon
95
Leonardo DRS
DRS
$11.9B
-85,300
Closed -$1.1M
FTNT icon
96
Fortinet
FTNT
$120B
-101,905
Closed -$5.03M
KBE icon
97
State Street SPDR S&P Bank ETF
KBE
$1.75B
-332,827
Closed -$15.2M
KBWB icon
98
Invesco KBW Bank ETF
KBWB
$6.85B
-158,784
Closed -$8.23M
QQQ icon
99
Invesco QQQ Trust
QQQ
$486B
-355,261
Closed -$95.2M
SYF icon
100
Synchrony
SYF
$25.8B
-196,879
Closed -$6.49M

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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's Q1 2023 Portfolio in Review

As of Q1 2023, Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet held 103 positions worth $1.24B, up 1.9% from $1.22B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet withdrew a net $54.1M in Q1 2023, closing 11 positions and reducing 8 holdings. Its most notable exit was Invesco QQQ Trust, an estimated $95.2M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF worth $20.8M.

  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's largest Q1 2023 buy was iShares US Broker-Dealers & Securities Exchanges ETF: 229,976 shares worth $20.8M.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet added most to State Street Financial Select Sector SPDR ETF in Q1 2023, an estimated $21.3M increase.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's biggest Q1 2023 reduction was iShares iBoxx $ High Yield Corporate Bond ETF, cutting an estimated $20M.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet fully exited Invesco QQQ Trust in Q1 2023, selling an estimated $95.2M.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's ten largest holdings make up 37% of its $1.24B portfolio in Q1 2023.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet opened 8 new positions and closed 11 in Q1 2023.
  • Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's portfolio value rose 1.9% quarter-over-quarter to $1.24B.

Based on Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet's 13F filing for Q1 2023, filed 8 May 2023.