MMH
Menora Mivtachim Holdings Portfolio holdings
AUM
$17.4B
1-Year Return
19.89%
This Quarter Return
+13.17%
1 Year Return
+19.89%
3 Year Return
+97.06%
5 Year Return
+177.4%
10 Year Return
+554.93%
AUM
$13.3B
AUM Growth
+$1.45B
(+12%)
Cap. Flow
+$260M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
44.5%
Holding
101
New
4
Increased
37
Reduced
31
Closed
13
Top Buys
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$140M |
| 2 |
Apollo Global Management
APO
|
$133M |
| 3 |
VanEck Oil Services ETF
OIH
|
$96.9M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$85M |
| 5 |
Teck Resources
TECK
|
$69.9M |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$174M |
| 2 |
EQT Corp
EQT
|
$160M |
| 3 |
TSMC
TSM
|
$105M |
| 4 |
Sony
SONY
|
$94.5M |
| 5 |
CF Industries
CF
|
$62.5M |
Sector Composition
| 1 | Technology | 31.21% |
| 2 | Healthcare | 12.49% |
| 3 | Financials | 11.47% |
| 4 | Communication Services | 10.58% |
| 5 | Consumer Discretionary | 8.42% |