MMH

Menora Mivtachim Holdings Portfolio holdings

AUM $17.4B
1-Year Est. Return 19.89%
This Quarter Est. Return
1 Year Est. Return
+19.89%
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
1
$137M 3.72%
1,229,742
+378,320
2
$124M 3.36%
4,278,223
+728,374
3
$124M 3.35%
1,982,246
-824,151
4
$122M 3.31%
6,421,254
+304,469
5
$119M 3.21%
2,927,696
-861,285
6
$108M 2.92%
620,677
7
$107M 2.9%
767,890
8
$106M 2.87%
2,954,699
9
$101M 2.73%
752,203
10
$99M 2.68%
1,932,760
11
$96.8M 2.62%
1,768,620
12
$95.7M 2.59%
325,905
13
$90.3M 2.44%
2,451,750
14
$88.6M 2.4%
2,160,915
+339,794
15
$88.1M 2.38%
333,036
16
$88M 2.38%
1,353,200
17
$86.1M 2.33%
1,380,699
-131,459
18
$86.1M 2.33%
1,005,265
19
$83.7M 2.27%
479,360
20
$82.9M 2.24%
+1,036,336
21
$80.4M 2.18%
3,178,567
22
$78.7M 2.13%
19,175,480
+200,000
23
$77.6M 2.1%
535,000
+363,704
24
$76.6M 2.07%
1,415,460
+11,000
25
$74.9M 2.03%
1,513,000
+264,000
1
2 3 4