Mivtachim The Workers Social Insurance Fund

Latest statistics and disclosures from Mivtachim The Workers Social Insurance Fund's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VNQ, SPY, VWO, XLF, IGV, and represent 58.31% of Mivtachim The Workers Social Insurance Fund's stock portfolio.
  • Added to shares of these 10 stocks: SPY (+$109M), IWM (+$54M), PPA (+$34M), XLRE (+$33M), IHI (+$21M), XLF (+$16M), META (+$11M), ITB, VNQ, SPNS.
  • Started 10 new stock positions in XLI, ITB, PPA, IHI, XLU, EMXC, IWM, META, SPNS, XLRE.
  • Reduced shares in these 10 stocks: VWO (-$52M), EWZ (-$34M), XLV (-$32M), XLP (-$21M), , PAVE (-$20M), SPLV (-$19M), BOTZ (-$19M), XLC (-$16M), CRM (-$12M).
  • Sold out of its positions in CARR, PAVE, BOTZ, SPLV, EWZ, XLB, TSLA, TT, MNDY.
  • Mivtachim The Workers Social Insurance Fund was a net buyer of stock by $9.1M.
  • Mivtachim The Workers Social Insurance Fund has $1.3B in assets under management (AUM), dropping by 10.55%.
  • Central Index Key (CIK): 0001599719

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Portfolio Holdings for Mivtachim The Workers Social Insurance Fund

Mivtachim The Workers Social Insurance Fund holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Real Estate Etf (VNQ) 25.0 $323M 3.7M 88.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.1 $221M +97% 464k 475.42
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.8 $87M -37% 2.1M 41.10
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Financial Select Sector Spdr Tr Unit (XLF) 4.9 $63M +33% 1.7M 37.60
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Ishares Tr Expanded Tech (IGV) 4.5 $58M 144k 405.64
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Ishares Russel 2000 Etf WTH (IWM) 4.2 $54M NEW 268k 200.71
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Spdr Tr Sbi Healthcare Sbi Healthcare (XLV) 3.5 $45M -41% 329k 136.38
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Select Sector Spdr Tr Energy (XLE) 3.4 $44M -17% 524k 83.84
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.7 $35M -37% 492k 72.03
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 2.7 $34M NEW 372k 92.16
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.5 $33M NEW 816k 40.06
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Tower Semiconductor Shs New (TSEM) 2.2 $28M 931k 30.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $28M -2% 65k 436.80
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Select Sector Spdr Tr Communication (XLC) 2.0 $26M -37% 361k 72.66
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Vaneck Etf Trust Semiconductr Etf (SMH) 1.8 $23M 130k 174.87
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Ishares Tr U.s. Med Dvc Etf (IHI) 1.6 $21M NEW 386k 53.97
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $19M 39k 477.82
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Select Sector Spdr Tr Technology (XLK) 1.4 $19M 97k 192.48
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Amazon (AMZN) 1.4 $18M -16% 117k 151.93
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NOVA MEASURING Instruments L (NVMI) 1.3 $17M 123k 137.38
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) 1.2 $15M 1.5M 10.44
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salesforce (CRM) 0.9 $12M -49% 44k 263.16
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Meta Platforms C Cl A (META) 0.9 $11M NEW 32k 353.95
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Ormat Technologies (ORA) 0.8 $11M 142k 75.79
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Inmode SHS (INMD) 0.8 $11M 472k 22.24
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Nice Sponsored Adr (NICE) 0.7 $8.7M 44k 199.49
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Lam Research Corporation (LRCX) 0.6 $8.0M 10k 783.26
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Enlight Renewable Energy SHS (ENLT) 0.3 $4.5M 235k 19.14
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Solaredge Technologies (SEDG) 0.3 $4.2M 45k 93.62
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Ishares Tr Us Home Cons Etf (ITB) 0.2 $2.4M NEW 23k 101.90
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Sapiens Intl Corp N V SHS (SPNS) 0.1 $1.9M NEW 64k 28.92
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Ishares Tr MSCI USA etf (INDA) 0.1 $1.7M -69% 35k 48.80
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Wisdomtree Tr Em Ex St-owned (XSOE) 0.1 $1.4M 47k 28.87
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cste RD SHS (CSTE) 0.1 $1.3M 354k 3.74
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Ishares Msci Emrg Chn (EMXC) 0.0 $416k NEW 7.5k 55.47
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $165k NEW 2.6k 63.46
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Spdr Tr Sbi Int-inds Tr Unit (XLI) 0.0 $160k NEW 1.4k 114.29
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Past Filings by Mivtachim The Workers Social Insurance Fund

SEC 13F filings are viewable for Mivtachim The Workers Social Insurance Fund going back to 2013

View all past filings