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
$3.72B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$33.3M
3
+$30.2M
4
STZ icon
Constellation Brands
STZ
+$29.8M
5
VLO icon
Valero Energy
VLO
+$28.9M

Top Sells

1
+$68.7M
2
+$48.1M
3
+$38.5M
4
META icon
Meta Platforms (Facebook)
META
+$34.6M
5
AMAT icon
Applied Materials
AMAT
+$33M

Sector Composition

1 Technology 19.97%
2 Healthcare 17.83%
3 Financials 17.22%
4 Energy 8.81%
5 Communication Services 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$474K 0.01%
30,277
+842
77
$471K 0.01%
2,780
-182,215
78
$466K 0.01%
25,453
-431
79
$457K 0.01%
35,100
80
$316K 0.01%
+11,012
81
– –
-780,695
82
– –
-1,009,410
83
– –
-119,340
84
– –
-469,390
85
– –
-337,595
86
– –
-372,695
87
– –
-264,215
88
– –
-100,000
89
– –
-335,618
90
– –
-186,750
91
– –
-630,400
92
– –
-677,590
1 2 3
4