Company Analyst I.M.S. Ltd TEL AVIV STOCK EXCHANGE

Equities

IL0010806136

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Sector

Sales per Business

Sector Investment Management

Inactive Instrument

Analyst IMS Investment Management Services Ltd is an Israel-based company primarily engaged in the investment advisory. Together with its subsidiaries, the Company provides portfolio management, private wealth management and mutual fund management. The Companyâs customers include private clients, private and public corporations and institutional clients. Additionally, the Company is involved in the investment activity for its own account. As of December 31, 2011, the Company had five subsidiaries, including Analyst Provident Funds Ltd, Analyst Exchange and Trading Ltd, Analyst Issues Management Ltd, Analyst Derivatives Ltd and Analyst I.M.S Mutual Funds Management (1986) Ltd.

ILS in Million	2022	Weight	2023	Weight	Delta
Investment Management 100.0 %	158	100.0 %	198	100.0 %	+25.61%

ILS in Million	2022	Weight	2023	Weight	Delta
Israel 100.0 %	158	100.0 %	198	100.0 %	+25.61%

Managers	Title	Age	Since
Itzhak Shenidovski CEO	Chief Executive Officer	55	86-04-16
Nava Levy DFI	Director of Finance/CFO	56	03-01-05
Ehud Shiloni CHM	Chairman	79	86-04-16
Franck Jacques Cohen CMP	Compliance Officer	47	18-12-01
Victor Tzukerman Braha CTO	Chief Tech/Sci/R&D Officer	49	13-04-16
Noam Rockah CIO	Chief Investment Officer	53	12-07-31
Shmuel Lev BRD	Director/Board Member	76	85-07-31
Ysrael Gvirtz AUD	Comptroller/Controller/Auditor	47	22-09-07
Eldad Cohen SAM	Sales & Marketing	49	19-07-06

Members of the board	Title	Age	Since
Shmuel Lev BRD	Director/Board Member	76	85-07-31
Ehud Shiloni CHM	Chairman	79	86-04-16
Avi Drechsler BRD	Director/Board Member	69	02-04-09
Naomi Meir Shapiro BRD	Director/Board Member	46	18-10-02
Zvi Moshe Fridman BRD	Director/Board Member	72	21-07-07

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	14,171,878	4,250,910 ( 30.00 %)	2,542,278 ( 17.94 %)	30.00 %

Name	Equities	%	Valuation
Shmuel Lev 30.78 %	3,580,000	30.78 %	36 M ILa
Ehud Shiloni 30.78 %	3,580,000	30.78 %	36 M ILa
Itzhak Shenidovski 1.040 %	121,000	1.040 %	1 M ILa
Eran Goldring 0.6736 %	78,340	0.6736 %	778 794 ILa
Alon Agushvitz 0.6048 %	70,333	0.6048 %	699 195 ILa
Modelim Money Markets Ltd. 0.4738 %	55,100	0.4738 %	547 761 ILa
Noam Rockah 0.4692 %	54,566	0.4692 %	542 452 ILa
Ilana Primo 0.3354 %	39,009	0.3354 %	387 797 ILa
Nava Levy 0.3079 %	35,807	0.3079 %	355 965 ILa
Victor Tzukerman Braha 0.2193 %	25,500	0.2193 %	253 501 ILa

Name	Equities	%	Valuation
SPDR S&P 500 ETF TRUST 0.14%	1,362,909	0.14%	741,722,336 $
WIX.COM LTD. 0.54%	298,059	0.54%	47,412,245 $
NVIDIA CORPORATION 0.00%	246,030	0.00%	30,394,546 $
SIMON PROPERTY GROUP, INC. 0.04%	145,240	0.04%	22,047,432 $
MICROSOFT CORPORATION 0.00%	44,632	0.00%	19,948,272 $
ALEXANDRIA REAL ESTATE EQUITIES, INC. 0.08%	145,240	0.08%	16,988,723 $
THE SELECT SECTOR SPDR TRUST - THE HEALTH CARE SELECT SECTOR SPDR FUND 0.04%	96,677	0.04%	14,090,673 $
BOSTON PROPERTIES, INC. 0.14%	226,963	0.14%	13,971,842 $
AMAZON.COM, INC. 0.00%	62,997	0.00%	12,174,170 $
APPLE INC. 0.00%	47,956	0.00%	10,100,493 $

Analyst I.M.S. Investment Management Services Ltd.

Alrov Tower 46 Rothschild Boulevard

66883, Tel Aviv

http://www.analyst.co.il

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

	1st Jan change	Capi.
KKR & CO. INC.	+32.11%	97.13B
BLACKSTONE INC.	-5.09%	94.34B
ARES MANAGEMENT CORPORATION	+16.67%	27.63B
LEGAL & GENERAL PLC	-7.65%	17.58B
THE CARLYLE GROUP INC.	+1.99%	14.94B
AMUNDI	+6.09%	14.26B
FRANKLIN RESOURCES, INC.	-24.64%	11.81B
HDFC ASSET MANAGEMENT COMPANY LIMITED	+30.58%	10.64B
BLUE OWL CAPITAL INC.	+15.64%	8.97B

Investment Management