MTWSIF

Mivtachim The Workers Social Insurance Fund Portfolio holdings

AUM $696M
1-Year Est. Return 48.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$41.9M
3
+$5.99M
4
ORA icon
Ormat Technologies
ORA
+$2.86M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.37M

Top Sells

1
+$56.8M
2
+$10.4M
3
+$2.39M
4
SPNS
Sapiens International
SPNS
+$962K
5
PERI icon
Perion Network
PERI
+$745K

Sector Composition

1 Materials 3.28%
2 Utilities 3.09%
3 Technology 1.72%
4 Healthcare 1.51%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$578K 0.05%
51,442
27
$311K 0.03%
6,848
-1,600
28
– –
-1,384,000
29
– –
-56,402
1
2