Mivtachim The Workers Social Insurance Fund Ltd. logo

Mivtachim The Workers Social Insurance Fund Ltd. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Mivtachim The Workers Social Insurance Fund Ltd. with $685.6M in long positions as of Q3 2025, 63% allocated to ETF, and 71% concentrated in top 10 positions.

Portfolio Value
$685.6M
Top 10 Concentration
71%
Top Sector
ETF (63%)
US Exposure
79%
Market Cap Focus
N/A
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 62.50%ETFTechnology: 18.90%TechnologyUtilities: 4.20%Energy: 3.20%Communication Services: 2.80%Healthcare: 1.90%
ETF
62.50%
Technology
18.90%
Utilities
4.20%
Energy
3.20%
Communication Services
2.80%
Healthcare
1.90%

Industry Breakdown

7 industries across all sectors

ETF: 62.54%ETFSemiconductors: 18.89%SemiconductorsRenewable Utilities: 4.21%Solar: 3.23%Internet Content & Information: 2.76%Medical - Devices: 1.03%1 more: 0.89%
ETF
ETF
62.54%
Semiconductors
Technology
18.89%
Renewable Utilities
Utilities
4.21%
Solar
Energy
3.23%
Internet Content & Information
Communication Services
2.76%
Medical - Devices
Healthcare
1.03%
Drug Manufacturers - General
Healthcare
0.89%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 5.46%Large Cap ($10B - $200B): 0.93%Mid Cap ($2B - $10B): 21.60%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 1.03%N/A (ETF or Unknown): 70.98%N/A (ETF or Unknown)
Mega Cap (> $200B)
5.46%
Large Cap ($10B - $200B)
0.93%
Mid Cap ($2B - $10B)
21.60%
Small Cap ($300M - $2B)
1.03%
N/A (ETF or Unknown)
70.98%

Portfolio Concentration

Top 10 Holdings %
70.89%
Top 20 Holdings %
92.69%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
78.54%
International
21.46%
Countries
3
Largest Int'l Market
Israel - 19.48%
United States of America
78.54% ($538.4M)
22 holdings
Israel
19.48% ($133.5M)
6 holdings
Taiwan
1.98% ($13.6M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
21.7 quarters
Avg. Top 20
14.9 quarters
Avg. All Positions
13 quarters
Median Holding Period
8 quarters
Persistence Rate
62.07%
Persistent Holdings Weight
80.58%
Persistent Positions
18
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 47 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
2.16%
Avg. Position Weight
3.45%
Largest Position
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 13.08%
Largest Ownership Stake
InMode Ltd. Ordinary Shares logo
InMode Ltd. Ordinary SharesINMD - 0.75%
Avg. Ownership Stake
0.34%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2013)

Avg. New Position
1.89%
Avg. Ownership Stake
0.80%
Largest Position
Vanguard Real Estate ETF logo
Vanguard Real Estate ETFVNQ - 62.16% (Q2 2018)
Largest Ownership Stake
Allot Ltd. Ordinary Shares logo
Allot Ltd. Ordinary SharesALLT - 3.26% (Q3 2014)

Portfolio Turnover

Current Quarter

Turnover Ratio
14.0%
Value Traded
$95.94M
Positions Added
5
Positions Exited
6

Historical (Since Q4 2013)

Avg. Turnover Ratio
16.0%
Avg. Positions Added
3
Avg. Positions Exited
4
Highest Turnover
50.0%
Q4 2013
Lowest Turnover
3.3%
Q3 2017

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