MMH

Menora Mivtachim Holdings Portfolio holdings

AUM $19.7B
1-Year Est. Return 27.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$98.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$87.9M
2
+$40.2M
3
+$37.7M
4
VTRS icon
Viatris
VTRS
+$36.5M
5
HON icon
Honeywell
HON
+$31.2M

Top Sells

1
+$46.4M
2
+$33.4M
3
+$23.9M
4
MRK icon
Merck
MRK
+$20.1M
5
SBUX icon
Starbucks
SBUX
+$19.7M

Sector Composition

1 Healthcare 28.06%
2 Financials 23.99%
3 Communication Services 21.89%
4 Technology 7.97%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-460,287
77
– –
-225,027
78
– –
-5,000
79
$0 ﹤0.01%
682
80
– –
-53,800
81
– –
-515
82
– –
-126,070
1 2 3
4