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
$16B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$259M
3
+$258M
4
MS icon
Morgan Stanley
MS
+$193M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$185M

Top Sells

1
+$216M
2
+$185M
3
+$172M
4
AMAT icon
Applied Materials
AMAT
+$153M
5
SHLD icon
Global X Defense Tech ETF
SHLD
+$126M

Sector Composition

1 Technology 34.43%
2 Financials 10.56%
3 Healthcare 10.34%
4 Communication Services 9.56%
5 Consumer Discretionary 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,037,835
102
– –
-3,171,781
103
– –
0
104
– –
-4,800
105
– –
-1,843,712
106
– –
0
1 2 3 4
5