Shai Kompel/Ran Kalmi
@Menora Mivtachim Holdings Ltd.
Latest period2024 - Q3ReportedManaged Assets$15.868BTotal holdings95
Assets growth rate7.83%Assets growth rate (2-Q avg)9.14%Continuous growth in asset value8 quarters
Portfolio positions
This chart displays the top 10 holdings in Menora Mivtachim Holdings Ltd.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 95 positions.
Assets under management
The assets under management (AUM) of Menora Mivtachim Holdings Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 15.868B in assets, with a quarterly growth rate of 7.83% and a 2-quarter average growth rate of 9.14%. The portfolio is managed by Shai Kompel/Ran Kalmi, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
GOOGLAlphabet Inc
| 5.14% | $814.317M 4.91M shares@ $165.85 avg price | Decreased -2.54% |
METAMeta Platforms Inc
| 4.28% | $678.776M 1.186M shares@ $572.45 avg price | Decreased -4.15% |
AMATApplied Matls Inc
| 3.36% | $532.455M 2.635M shares@ $202.05 avg price | Decreased -14.56% |
AMZNAmazon Com Inc
| 3.35% | $531.324M 2.852M shares@ $186.34 avg price | Decreased -4.87% |
MAMastercard Incorporated
| 2.65% | $419.863M 850,269 shares@ $493.8 avg price | Decreased -17.39% |
WMTWalmart Inc
| 2.45% | $387.372M 4.797M shares@ $80.75 avg price | Decreased -13.38% |
JPMJpmorgan Chase & Co
| 2.1% | $332.579M 1.577M shares@ $210.86 avg price | Decreased -7.19% |
UNHUnitedhealth Group Inc
| 1.99% | $315.564M 539,721 shares@ $584.68 avg price | Decreased -20.32% |
ABTAbbott Labs
| 1.54% | $242.948M 2.131M shares@ $114.01 avg price | Decreased -31.53% |
TMOThermo Fisher Scientific Inc
| 1.5% | $237.931M 384,647 shares@ $618.58 avg price | Decreased -18.52% |