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
$1.67B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$39.5M
3
+$33.8M
4
CVS icon
CVS Health
CVS
+$22.8M
5
DIS icon
Walt Disney
DIS
+$21.6M

Top Sells

1
+$44.5M
2
+$32.4M
3
+$24.8M
4
GE icon
GE Aerospace
GE
+$17.3M
5
BKNG icon
Booking.com
BKNG
+$15.4M

Sector Composition

1 Healthcare 27.93%
2 Financials 25.66%
3 Communication Services 14.8%
4 Consumer Discretionary 11.05%
5 Technology 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$0 ﹤0.01%
682
77
– –
-8,000
78
– –
-208,189
79
– –
-41
80
– –
-605
81
– –
-1,144,960
1 2 3
4