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
51
$18M 0.49%
10,939
52
$10.5M 0.28%
695,772
53
$7.07M 0.19%
509,900
54
$6.87M 0.19%
435,459
55
$5.37M 0.15%
84,770
56
$3.37M 0.09%
+106,420
57
$2.73M 0.07%
163,999
58
$1.82M 0.05%
214,974
59
$1.64M 0.04%
14,800
-5,732
60
$1.62M 0.04%
145,090
61
$1.38M 0.04%
55,496
-4
62
$1.14M 0.03%
126,678
63
$1.12M 0.03%
236,000
64
$641K 0.02%
+1,760
65
$614K 0.02%
3,330
-123,385
66
$593K 0.02%
84,061
-5,067,671
67
$505K 0.01%
2,780
68
$462K 0.01%
30,277
69
$356K 0.01%
2,167
-190,960
70
– –
-11,012
71
– –
-927,750
72
– –
-9,324
73
– –
-1,007,300
74
– –
-41,674
75
– –
-150,360
1 2
3
4