MENORA MIVTACHIM HOLDINGS LTD.

Q4 2024 13F-HR Holdings

Location
Ramat Gan, L3
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$15,954,855
Net value change ($000)
+86,641 (0.5%)
New positions
11
Sold out positions
7
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 271,799 2684.7%
IGV 258,996 NEW
XLI 257,820 11468.9%
MS 192,726 NEW
NVDA 191,284 28.4%
XLF 185,433 4493.2%
AVGO 180,621 NEW
XLB 152,551 NEW
ALL 143,165 NEW
XLP 136,968 60.0%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -256,689 -48.2%
XOM -216,120 -100.0%
NEE -172,258 -100.0%
WMT -139,140 -35.9%
REZ -125,748 -54.9%
SHLD -125,546 -73.4%
KBWP -124,245 -100.0%
TMO -123,839 -52.0%
UNH -106,899 -33.9%
MDLZ -100,187 -45.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 78 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type