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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
-4.43%
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
$2.78B
AUM Growth
-$399M
Cap. Flow
-$253M
Cap. Flow %
-9.09%
Top 10 Hldgs %
73.64%
Holding
48
New
4
Increased
6
Reduced
10
Closed
4
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
1
Vanguard Real Estate ETF
VNQ
$38.5B
$936M 33.65%
8,638,304
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$326M 11.71%
7,064,440
-833,270
-11% -$40.1M
XLK icon
3
State Street Technology Select Sector SPDR ETF
XLK
$122B
$149M 5.36%
1,876,440
-3,600
-0.2% -$283K
XLV icon
4
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$128M 4.59%
931,350
+155,750
+20% +$20.6M
XLF icon
5
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$120M 4.3%
3,118,470
SPY icon
6
State Street SPDR S&P 500 ETF Trust
SPY
$808B
$109M 3.92%
241,188
XLC icon
7
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$78.1M 2.81%
1,135,100
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.03T
$74.1M 2.66%
178,556
-14,170
-7% -$5.8M
BUG icon
9
Global X Cybersecurity ETF
BUG
$1.51B
$70.2M 2.52%
2,235,000
+273,000
+14% +$8.04M
XLY icon
10
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$59.1M 2.13%
639,340
-463,400
-42% -$42.4M
SPLV icon
11
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$54.3M 1.95%
809,000
+339,000
+72% +$22.1M
SOXX icon
12
iShares Semiconductor ETF
SOXX
$45B
$47.2M 1.7%
299,367
TSEM icon
13
Tower Semiconductor
TSEM
$28.7B
$43.7M 1.57%
903,511
XLB icon
14
State Street Materials Select Sector SPDR ETF
XLB
$8.69B
$40.7M 1.46%
923,400
+454,000
+97% +$19.4M
XLRE icon
15
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$40.1M 1.44%
830,000
TEVA icon
16
Teva Pharmaceuticals
TEVA
$42.5B
$39.9M 1.44%
4,253,343
RPV icon
17
Invesco S&P 500 Pure Value ETF
RPV
$1.73B
$39.7M 1.43%
463,500
XLP icon
18
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$39.5M 1.42%
519,900
+295,000
+131% +$22.2M
KBE icon
19
State Street SPDR S&P Bank ETF
KBE
$1.73B
$35.5M 1.28%
678,130
HERO icon
20
Global X Video Games & Esports ETF
HERO
$67.7M
$34.1M 1.23%
1,357,720
-1,641,650
-55% -$42.5M
BOTZ icon
21
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.56B
$29.8M 1.07%
1,025,911
+345,000
+51% +$10.3M
FCX icon
22
Freeport-McMoran
FCX
$95.7B
$29.5M 1.06%
592,700
RSPD icon
23
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$336M
$27M 0.97%
598,290
-331,500
-36% -$15.6M
LNG icon
24
Cheniere Energy
LNG
$55.2B
$26.7M 0.96%
192,500
NVMI
25
Nova
NVMI
$12.4B
$23M 0.83%
210,865

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Mivtachim The Workers Social Insurance Fund's Q1 2022 Portfolio in Review

As of Q1 2022, Mivtachim The Workers Social Insurance Fund held 48 positions worth $2.78B, down 13% from $3.18B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Mivtachim The Workers Social Insurance Fund withdrew a net $253M in Q1 2022, closing 4 positions and reducing 10 holdings. Its most notable exit was KraneShares CSI China Internet ETF, an estimated $29.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 2.8% of assets, up from 2.6% a quarter earlier, followed by Healthcare and Materials.

Against the trend, Mivtachim The Workers Social Insurance Fund opened a new position in Global X Uranium ETF worth $19.6M.

  • Mivtachim The Workers Social Insurance Fund's largest Q1 2022 buy was Global X Uranium ETF: 750,000 shares worth $19.6M.
  • Mivtachim The Workers Social Insurance Fund added most to State Street Consumer Staples Select Sector SPDR ETF in Q1 2022, an estimated $22.2M increase.
  • Mivtachim The Workers Social Insurance Fund's biggest Q1 2022 reduction was Perrigo, cutting an estimated $71M.
  • Mivtachim The Workers Social Insurance Fund fully exited KraneShares CSI China Internet ETF in Q1 2022, selling an estimated $29.6M.
  • Mivtachim The Workers Social Insurance Fund's ten largest holdings make up 74% of its $2.78B portfolio in Q1 2022.
  • Mivtachim The Workers Social Insurance Fund opened 4 new positions and closed 4 in Q1 2022.
  • Mivtachim The Workers Social Insurance Fund's portfolio value fell 13% quarter-over-quarter to $2.78B.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2022, filed 14 Apr 2022.