Shai Kompel/Ran Kalmi

@Menora Mivtachim Holdings Ltd.

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$15.868B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LLYEli Lilly & Co Recent Activity New Position	1.38%	$218.71M 246,868 shares@ $885.95 avg price	New Position
XOMExxon Mobil Corp Recent Activity New Position	1.37%	$216.12M 1.844M shares@ $117.23 avg price	New Position
CATCaterpillar Inc Recent Activity New Position	1.03%	$161.924M 414,000 shares@ $391.12 avg price	New Position
MCDMcdonalds Corp Recent Activity New Position	0.96%	$151.14M 496,339 shares@ $304.52 avg price	New Position
KBWPInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.79%	$124.245M 1.075M shares@ $115.56 avg price	New Position
XBISpdr Ser Tr Recent Activity New Position	0.01%	$543,400 5,500 shares@ $98.8 avg price	New Position
IYTIshares Tr Recent Activity New Position	0.01%	$523,716 7,600 shares@ $68.91 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.01%	$480,888 2,400 shares@ $200.37 avg price	New Position
KWEBKraneshares Trust Recent Activity New Position	0.01%	$408,240 12,000 shares@ $34.02 avg price	New Position