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
1 Year Est. Return
+73.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$661M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.57M
3
+$5.95M
4
FSLR icon
First Solar
FSLR
+$5.57M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$4.99M

Top Sells

1
+$23.8M
2
+$20.7M
3
+$17.1M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$12.2M
5
GS icon
Goldman Sachs
GS
+$11.4M

Sector Composition

1 Technology 24.39%
2 Healthcare 7.24%
3 Utilities 4.37%
4 Communication Services 2.87%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 0.92%
+8,000
27
$3.26M 0.49%
31,000
28
$1.79M 0.27%
47,241
29
$970K 0.15%
17,900
30
– –
-68,000
31
– –
-68,600
32
– –
-16,100
33
– –
-28,650
34
– –
-61,300
35
– –
-35,745
1
2