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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
WMTWalmart Inc
Recent Activity
Decreased -13.38%
2.45%
$387.372M
4.797M shares@ $80.75 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -7.19%
2.1%
$332.579M
1.577M shares@ $210.86 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 526.14%
2.07%
$327.5M
4.054M shares@ $80.78 avg price
HDHome Depot Inc
Recent Activity
Increased 46.05%
1.99%
$315.724M
779,180 shares@ $405.2 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -20.32%
1.99%
$315.564M
539,721 shares@ $584.68 avg price
OTISOtis Worldwide Corp
Recent Activity
Increased 21.46%
1.96%
$310.867M
2.991M shares@ $103.94 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.12%
1.94%
$307.439M
1.557M shares@ $197.48 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 6.27%
1.79%
$283.417M
1.632M shares@ $173.68 avg price
NICENice Ltd
Recent Activity
Increased 54.86%
1.78%
$281.896M
1.623M shares@ $173.67 avg price
NVMINova Ltd
Recent Activity
1.7%
$268.992M
1.291M shares@ $208.34 avg price