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
$3.69B
AUM Growth
-$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$79.4M
2
+$50.5M
3
+$43.6M
4
JPM icon
JPMorgan Chase
JPM
+$41.7M
5
BAC icon
Bank of America
BAC
+$21M

Top Sells

1
+$85.5M
2
+$56.7M
3
+$53.5M
4
ELV icon
Elevance Health
ELV
+$43.1M
5
SEDG icon
SolarEdge
SEDG
+$41.6M

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
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-908,450
77
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78
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-1,591,620
79
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-35,100
80
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-409
81
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-1,963,896
82
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-175,329
83
– –
-979,537
84
– –
-11,012
1 2 3
4