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MTWSIF

Mivtachim The Workers Social Insurance Fund Portfolio holdings

AUM $789M
1-Year Est. Return 73.25%
This Fund
S&P 500
This Quarter Est. Return
+19.45%
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
$2.61B
AUM Growth
+$180M
Cap. Flow
-$253M
Cap. Flow %
-9.68%
Top 10 Hldgs %
80.36%
Holding
34
New
9
Increased
6
Reduced
13
Closed
2
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$38.6B
$678M 26%
8,638,304
-1,521,800
-15% -$115M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$443M 17%
1,564,531
-970,500
-38% -$261M
VWO icon
3
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$362M 13.87%
9,132,710
-679,950
-7% -$25.2M
XLK icon
4
State Street Technology Select Sector SPDR ETF
XLK
$122B
$123M 4.71%
2,354,280
+377,480
+19% +$17.8M
SPY icon
5
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$119M 4.57%
386,922
+6,893
+2% +$2.02M
PRGO icon
6
Perrigo
PRGO
$1.75B
$114M 4.36%
2,057,019
-263,916
-11% -$13.9M
XLC icon
7
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$79M 3.03%
1,462,300
+963,400
+193% +$49.5M
HERO icon
8
Global X Video Games & Esports ETF
HERO
$68.1M
$73.6M 2.82%
3,190,300
-512,200
-14% -$10M
BOTZ icon
9
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.55B
$60.8M 2.33%
2,546,121
-50,479
-2% -$1.08M
KBE icon
10
State Street SPDR S&P Bank ETF
KBE
$1.71B
$43.6M 1.67%
1,381,560
-397,200
-22% -$12M
PPH icon
11
VanEck Pharmaceutical ETF
PPH
$1B
$42.9M 1.64%
+688,500
New +$41.6M
TEVA icon
12
Teva Pharmaceuticals
TEVA
$42.1B
$41.3M 1.58%
3,345,657
-200,000
-6% -$2.26M
LQD icon
13
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$40.8M 1.56%
+303,000
New +$39.4M
SOXX icon
14
iShares Semiconductor ETF
SOXX
$44.8B
$40M 1.53%
+442,800
New +$35.8M
EWY icon
15
iShares MSCI South Korea ETF
EWY
$25.2B
$39.3M 1.51%
687,500
+96,000
+16% +$5.07M
XLV icon
16
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$39.1M 1.5%
391,000
-23,000
-6% -$2.27M
ITB icon
17
iShares US Home Construction ETF
ITB
$2.35B
$31M 1.19%
702,000
XLP icon
18
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$30.2M 1.16%
514,200
+335,000
+187% +$19.6M
ORA icon
19
Ormat Technologies
ORA
$6.87B
$28.4M 1.09%
447,700
EWA icon
20
iShares MSCI Australia ETF
EWA
$1.47B
$24.7M 0.95%
+1,281,600
New +$22.6M
IFF icon
21
International Flavors & Fragrances
IFF
$21.7B
$24.3M 0.93%
198,288
-32,000
-14% -$4.04M
XLI icon
22
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$20.7M 0.79%
+300,700
New +$19.5M
TSEM icon
23
Tower Semiconductor
TSEM
$28.5B
$19.5M 0.75%
1,023,511
XLY icon
24
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$18.4M 0.71%
288,600
-370,000
-56% -$21.8M
WMT icon
25
Walmart Inc
WMT
$897B
$14.5M 0.56%
+364,200
New +$15M

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Mivtachim The Workers Social Insurance Fund's Q2 2020 Portfolio in Review

As of Q2 2020, Mivtachim The Workers Social Insurance Fund held 34 positions worth $2.61B, up 7.4% from $2.43B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Mivtachim The Workers Social Insurance Fund withdrew a net $253M in Q2 2020, closing 2 positions and reducing 13 holdings. Its most notable exit was First Trust Dow Jones Internet Index Fund ETF, an estimated $31.7M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 5.9% of assets, up from 5.9% a quarter earlier, followed by Technology and Utilities.

Against the trend, Mivtachim The Workers Social Insurance Fund opened a new position in VanEck Pharmaceutical ETF worth $42.9M.

  • Mivtachim The Workers Social Insurance Fund's largest Q2 2020 buy was VanEck Pharmaceutical ETF: 688,500 shares worth $42.9M.
  • Mivtachim The Workers Social Insurance Fund added most to State Street Communication Services Select Sector SPDR ETF in Q2 2020, an estimated $49.5M increase.
  • Mivtachim The Workers Social Insurance Fund's biggest Q2 2020 reduction was Vanguard S&P 500 ETF, cutting an estimated $261M.
  • Mivtachim The Workers Social Insurance Fund fully exited First Trust Dow Jones Internet Index Fund ETF in Q2 2020, selling an estimated $31.7M.
  • Mivtachim The Workers Social Insurance Fund's ten largest holdings make up 80% of its $2.61B portfolio in Q2 2020.
  • Mivtachim The Workers Social Insurance Fund opened 9 new positions and closed 2 in Q2 2020.
  • Mivtachim The Workers Social Insurance Fund's portfolio value rose 7.4% quarter-over-quarter to $2.61B.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q2 2020, filed 20 Jul 2020.