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
76
– –
-25,453
77
– –
-908,450
78
– –
-12,597
79
– –
-1,591,620
80
– –
-35,100
81
– –
-409
82
– –
-1,963,896
83
– –
-175,329
84
– –
-979,537
1 2 3
4