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Latest Clal Insurance Enterprises Holdings Ltd Stock Portfolio

Clal Insurance Enterprises Holdings Ltd Performance:
2024 Q4: 1.81%YTD: 15.04%2023: 10.68%

Performance for 2024 Q4 is 1.81%, and YTD is 15.04%, and 2023 is 10.68%.

About Clal Insurance Enterprises Holdings Ltd and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Clal Insurance Enterprises Holdings Ltd reported an equity portfolio of $11.1 Billions as of 31 Dec, 2024.

The top stock holdings of Clal Insurance Enterprises Holdings Ltd are SPY, BAB, TEVA. The fund has invested 9.6% of it's portfolio in SPDR S&P 500 ETF TR TR UNIT and 8.5% of portfolio in INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF.

The fund managers got completely rid off SELECT SECTOR SPDR TR SBI CONS STPLS (XLB), ISHARES TR RUSSELL 2000 ETF (IJR) and CIENA CORP COM NEW (CIEN) stocks. They significantly reduced their stock positions in DARIOHEALTH CORP COM NEW (DRIO), ORACLE CORP COM (ORCL) and ASTRAZENECA PLC SPONSORED ADR. Clal Insurance Enterprises Holdings Ltd opened new stock positions in ISHARES TR ISHARES SEMICDTR (IJR), DBX ETF TR XTRACK HRVST CSI (ACSG) and SELECT SECTOR SPDR TR INDL (XLB). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRADED FD TR II KBW BK ETF (CGW), CYBERARK SOFTWARE LTD SHS and SELECT SECTOR SPDR TR FINANCIAL (XLB).

Clal Insurance Enterprises Holdings Ltd Annual Return Estimates Vs S&P 500

Our best estimate is that Clal Insurance Enterprises Holdings Ltd made a return of 1.81% in the last quarter. In trailing 12 months, it's portfolio return was 15.04%.

New Buys

Ticker$ Bought
ishares tr ishares semicdtr289,403,000
ishares tr expanded tech210,853,000
dbx etf tr xtrack hrvst csi187,937,000
select sector spdr tr indl117,793,000
tesla inc com64,619,000
dynatrace inc com new25,544,000
sunrun inc com18,500,000
spotify technology s a shs4,021,000

New stocks bought by Clal Insurance Enterprises Holdings Ltd

Additions

Ticker% Inc.
invesco exch traded fd tr ii kbw bk etf961
cyberark software ltd shs138
novo-nordisk a s adr66.67
invesco exch traded fd tr ii s&p500 hdl vol50.62
select sector spdr tr financial45.31
ishares tr msci acwi ex us33.84
global x fds us infr dev etf24.59
spdr index shs fds msci acwi exus24.05

Additions to existing portfolio by Clal Insurance Enterprises Holdings Ltd

Reductions

Ticker% Reduced
dariohealth corp com new-100
oracle corp com-99.38
astrazeneca plc sponsored adr-98.47
select sector spdr tr energy-79.9
ishares tr china lg-cap etf-75.00
kraneshares trust csi chi internet-71.36
spdr ser tr s&p biotech-62.66
ishares tr msci acwi etf-54.81

Clal Insurance Enterprises Holdings Ltd reduced stake in above stock

Sold off

Ticker$ Sold
select sector spdr tr sbi cons stpls-229,661,000
select sector spdr tr sbi int-utils-106,945,000
freeport-mcmoran inc cl b-49,920,000
ciena corp com new-51,670,000
spdr ser tr s&p pharmac-35,488,000
select sector spdr tr sbi cons discr-138,255,000
global x fds global x copper-26,944,000
taboola.com ltd ord shs-1,680,000

Clal Insurance Enterprises Holdings Ltd got rid off the above stocks

Sector Distribution

Clal Insurance Enterprises Holdings Ltd has about 68.4% of it's holdings in Others sector.

Sector%
Others68.4
Technology9.6
Healthcare8.9
Communication Services5.8
Consumer Cyclical3.4
Financial Services1.6
Utilities1.4

Market Cap. Distribution

Clal Insurance Enterprises Holdings Ltd has about 28.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED68.5
MEGA-CAP17.3
LARGE-CAP11.2
MID-CAP2.8

Stocks belong to which Index?

About 22.8% of the stocks held by Clal Insurance Enterprises Holdings Ltd either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others77.2
S&P 50020.5
RUSSELL 20002.3
Top 5 Winners (%)%
HIPO
hippo hldgs inc com new
58.6 %
MRVL
marvell technology inc com
53.2 %
AVGO
broadcom inc com
29.4 %
TSLA
tesla inc com
25.7 %
TEVA
teva pharmaceutical inds ltd sponsored ads
23.1 %
Top 5 Winners ($)$
TEVA
teva pharmaceutical inds ltd sponsored ads
161.2 M
AMZN
amazon com inc com
49.5 M
GOOG
alphabet inc cap stk cl a
33.2 M
NVDA
nvidia corporation com
28.1 M
SPY
spdr s&p 500 etf tr tr unit
21.4 M
Top 5 Losers (%)%
SEDG
solaredge technologies inc com
-40.6 %
DRIO
dariohealth corp com new
-25.0 %
AVAV
aerovironment inc com
-22.7 %
VRNS
varonis sys inc com
-21.4 %
AMD
advanced micro devices inc com
-21.2 %
Top 5 Losers ($)$
AMD
advanced micro devices inc com
-21.1 M
ORA
ormat technologies inc com
-20.4 M
AMT
american tower corp new com
-16.9 M
MU
micron technology inc com
-15.9 M
XLB
select sector spdr tr indl
-12.9 M

Clal Insurance Enterprises Holdings Ltd Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clal Insurance Enterprises Holdings Ltd

Clal Insurance Enterprises Holdings Ltd has 185 stocks in it's portfolio. About 52% of the portfolio is in top 10 stocks. AMD proved to be the most loss making stock for the portfolio. TEVA was the most profitable stock for Clal Insurance Enterprises Holdings Ltd last quarter.

Last Reported on: 06 Feb, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions