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
$3.46B
AUM Growth
-$232M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$55.5M
3
+$51.7M
4
JPM icon
JPMorgan Chase
JPM
+$37.9M
5
AAPL icon
Apple
AAPL
+$36.5M

Top Sells

1
+$53.6M
2
+$51.5M
3
+$50.2M
4
KEY icon
KeyCorp
KEY
+$33.2M
5
VTRS icon
Viatris
VTRS
+$30.5M

Sector Composition

1 Healthcare 20.13%
2 Technology 19.24%
3 Financials 16.85%
4 Industrials 9.09%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$29.7M 0.86%
677,590
+150,000
52
$29.4M 0.85%
337,595
53
$29.1M 0.84%
184,995
54
$28.6M 0.83%
4,171,022
-3,384,452
55
$28M 0.81%
335,618
56
$27.5M 0.8%
171,260
57
$26.5M 0.77%
1,810,600
58
$25.3M 0.73%
300,950
59
$24.7M 0.71%
126,715
60
$23.1M 0.67%
469,390
61
$22.8M 0.66%
780,695
+21,000
62
$22.6M 0.65%
47,061
63
$19.9M 0.58%
68,100
+26,100
64
$18.9M 0.55%
630,400
65
$16.9M 0.49%
435,000
-140,000
66
$14.1M 0.41%
10,939
67
$12.5M 0.36%
+186,750
68
$9.36M 0.27%
100,000
69
$8.42M 0.24%
175,329
+60,000
70
$7.49M 0.22%
400,000
71
$7.28M 0.21%
509,900
72
$6.41M 0.19%
434,813
-478,500
73
$4.21M 0.12%
80,395
74
$2.71M 0.08%
979,537
75
$2.34M 0.07%
421
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