MTWSIF

Mivtachim The Workers Social Insurance Fund Portfolio holdings

AUM $649M
1-Year Est. Return 19.97%
This Quarter Est. Return
1 Year Est. Return
+19.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.33B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$97.9M
2
+$89.9M
3
+$26.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$16.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.41M

Top Sells

1
+$7.27M
2
+$3.05M
3
+$2.59M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.47M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.99M

Sector Composition

1 Healthcare 13.23%
2 Utilities 2.55%
3 Technology 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.03%
1,985
-12,065
27
– –
-61,868
28
– –
-21,140
1
2