MMH

Menora Mivtachim Holdings Portfolio holdings

AUM $19.7B
1-Year Est. Return 27.55%
This Quarter Est. Return
1 Year Est. Return
+27.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$82.9M
2
+$52.8M
3
+$44.8M
4
JPM icon
JPMorgan Chase
JPM
+$42.3M
5
BAC icon
Bank of America
BAC
+$21.1M

Top Sells

1
+$85.5M
2
+$59.7M
3
+$53.5M
4
SEDG icon
SolarEdge
SEDG
+$51.5M
5
ELV icon
Elevance Health
ELV
+$43.1M

Sector Composition

1 Financials 19.98%
2 Technology 19.45%
3 Healthcare 14.32%
4 Communication Services 9.09%
5 Industrials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.3M 2.01%
464,020
27
$71.7M 1.94%
967,085
28
$67.2M 1.82%
341,260
29
$63.2M 1.71%
753,340
30
$62M 1.68%
319,360
31
$59.4M 1.61%
609,825
32
$58.7M 1.59%
413,289
-420,000
33
$56.6M 1.53%
333,737
+4,100
34
$56.1M 1.52%
5,356,425
35
$55.2M 1.49%
582,520
36
$52.9M 1.43%
254,570
-80,000
37
$48.8M 1.32%
252,800
38
$45.8M 1.24%
532,745
39
$45.7M 1.24%
360,950
40
$44.8M 1.21%
+390,145
41
$43.7M 1.18%
135,170
42
$41.7M 1.13%
68,100
43
$41.6M 1.13%
305,135
44
$40.7M 1.1%
1,588,749
-18,879
45
$38M 1.03%
237,870
46
$34.6M 0.94%
302,083
47
$33.5M 0.91%
1,810,600
48
$28.8M 0.78%
740,000
49
$22M 0.59%
55,061
+8,000
50
$20.7M 0.56%
435,000
-2,768
1
2
3 4