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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.63%
1.66%
$262.238M
569,761 shares@ $460.27 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 57.38%
1.61%
$254.894M
1.655M shares@ $154.03 avg price
REZIshares Tr
Recent Activity
Increased 51461.7%
1.45%
$228.986M
2.578M shares@ $88.83 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Increased 199.19%
1.44%
$228.427M
2.752M shares@ $83.0 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 21.75%
1.33%
$209.809M
1.68M shares@ $124.92 avg price
NEENextera Energy Inc
Recent Activity
Increased 22.15%
1.09%
$172.258M
2.038M shares@ $84.54 avg price
SHLDGlobal X Fds
Recent Activity
Increased 20.4%
1.08%
$171.051M
4.594M shares@ $37.23 avg price
BABoeing Co
Recent Activity
Increased 56.24%
0.95%
$149.925M
986,089 shares@ $152.05 avg price
UBERUber Technologies Inc
Recent Activity
Increased 125.28%
0.91%
$143.921M
1.915M shares@ $75.16 avg price
TSLATesla Inc
Recent Activity
Increased 66.22%
0.91%
$143.333M
547,846 shares@ $261.64 avg price