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MTWSIF

Mivtachim The Workers Social Insurance Fund Portfolio holdings

AUM $766M
1-Year Est. Return 73.25%
This Fund
S&P 500
This Quarter Est. Return
+11.18%
1 Year Est. Return
+73.25%
3 Year Est. Return
+124.2%
5 Year Est. Return
+134.86%
10 Year Est. Return
+266.22%
AUM
$766M
AUM Growth
+$70.2M
Cap. Flow
+$32.3M
Cap. Flow %
4.21%
Top 10 Hldgs %
57.53%
Holding
52
New
17
Increased
6
Reduced
1
Closed
9

Top Buys

1
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$15.2M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$14.4M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$12.1M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$11.3M
5
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$10.4M

Top Sells

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$65.7M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$33.5M
3
COHR icon
Coherent
COHR
+$9.23M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$7.9M
5
FSLR icon
First Solar
FSLR
+$7.58M

Sector Composition

1 Technology 28.01%
2 Healthcare 7.94%
3 Utilities 5.68%
4 Communication Services 1.83%
5 Industrials 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSEM icon
1
Tower Semiconductor
TSEM
$28.4B
$78.6M 10.26%
447,991
– –
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$118B
$68.4M 8.92%
514,600
– –
TEVA icon
3
Teva Pharmaceuticals
TEVA
$36.7B
$56.5M 7.37%
1,875,521
– –
NVMI
4
Nova
NVMI
$15B
$51.6M 6.74%
118,865
– –
XLV icon
5
State Street Health Care Select Sector SPDR ETF
XLV
$40.6B
$36M 4.7%
245,800
– –
FXI icon
6
iShares China Large-Cap ETF
FXI
$4.62B
$33.6M 4.39%
937,000
– –
XLF icon
7
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$33.3M 4.34%
673,600
– –
GRID
8
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.6B
$32.4M 4.23%
198,000
– –
XLU icon
9
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$25.8M 3.37%
562,000
+320,000
+132% +$14.4M
SPY icon
10
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$24.7M 3.22%
37,931
-96,625
-72% -$65.7M
XLC icon
11
State Street Communication Services Select Sector SPDR ETF
XLC
$23.7B
$24.5M 3.2%
221,100
– –
SEDG icon
12
SolarEdge
SEDG
$3.32B
$21.7M 2.83%
424,982
– –
ORA icon
13
Ormat Technologies
ORA
$6.74B
$20.3M 2.65%
181,665
– –
TAN icon
14
Invesco Solar ETF
TAN
$1.63B
$17.7M 2.3%
317,000
+167,000
+111% +$9.24M
XBI icon
15
State Street SPDR S&P Biotech ETF
XBI
$10.6B
$16.6M 2.17%
130,306
+65,306
+100% +$8.15M
ENLT icon
16
Enlight Renewable Energy
ENLT
$12.7B
$16M 2.09%
235,000
– –
CIBR icon
17
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$14.2M 1.85%
+226,000
New +$15.2M
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.53T
$14.1M 1.83%
48,900
+15,000
+44% +$4.71M
XLE icon
19
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$13.8M 1.8%
+225,000
New +$12.1M
PPA icon
20
Invesco Aerospace & Defense ETF
PPA
$8.1B
$11.9M 1.56%
72,000
– –
NVDA icon
21
NVIDIA
NVDA
$5.15T
$11.6M 1.51%
66,500
– –
XME icon
22
State Street SPDR S&P Metals & Mining ETF
XME
$4.09B
$10.5M 1.37%
+97,000
New +$11.3M
AIRR icon
23
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$10.2M 1.33%
+92,000
New +$10.4M
SMH icon
24
VanEck Semiconductor ETF
SMH
$71.7B
$9.66M 1.26%
+25,200
New +$10M
IWN icon
25
iShares Russell 2000 Value ETF
IWN
$14.4B
$9.57M 1.25%
+50,500
New +$9.78M
1
2 3

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