MMH

Menora Mivtachim Holdings Portfolio holdings

AUM $21.3B
1-Year Est. Return 33.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.3B
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$64.5M
2
+$56M
3
+$45.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$36.3M
5
WMT icon
Walmart Inc
WMT
+$32.2M

Top Sells

1
+$77.4M
2
+$35.1M
3
+$32.9M
4
META icon
Meta Platforms (Facebook)
META
+$22.8M
5
SONY icon
Sony
SONY
+$16.9M

Sector Composition

1 Technology 39.46%
2 Healthcare 11.78%
3 Communication Services 11.25%
4 Consumer Discretionary 10.47%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.43M 0.03%
50,000
-10,000
52
$1.29M 0.02%
6,800
53
$1.16M 0.02%
43,575
+9,500
54
$1.07M 0.02%
6,000
-2,000
55
$1.01M 0.02%
64,699
-2,200
56
$632K 0.01%
7,900
57
$592K 0.01%
66,798
58
$356K 0.01%
52,355
59
$226K ﹤0.01%
6,340
-14,900
60
– –
0
61
– –
0
1 2
3