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 |
---|---|---|---|
MSFTMicrosoft Corp
| 7.99% | $1.266B 2.943M shares@ $430.31 avg price | Increased 2.1% |
AAPLApple Inc
| 7.35% | $1.166B 5.005M shares@ $233.0 avg price | Increased 7.11% |
NVDANvidia Corporation
| 4.25% | $673.045M 5.542M shares@ $121.44 avg price | Increased 25.54% |
FLINFranklin Templeton Etf Tr
| 2.75% | $436.241M 10.411M shares@ $41.9 avg price | Increased 16.17% |
XLUSelect Sector Spdr Tr
| 2.07% | $327.5M 4.054M shares@ $80.78 avg price | Increased 526.14% |
HDHome Depot Inc
| 1.99% | $315.724M 779,180 shares@ $405.2 avg price | Increased 46.05% |
OTISOtis Worldwide Corp
| 1.96% | $310.867M 2.991M shares@ $103.94 avg price | Increased 21.46% |
ABBVAbbvie Inc
| 1.94% | $307.439M 1.557M shares@ $197.48 avg price | Increased 1.12% |
TSMTaiwan Semiconductor Mfg Ltd
| 1.79% | $283.417M 1.632M shares@ $173.68 avg price | Increased 6.27% |
NICENice Ltd
| 1.78% | $281.896M 1.623M shares@ $173.67 avg price | Increased 54.86% |