MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$854K 0.02%
14,897
-120,540
227
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8,177
-57,361
228
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20,520
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229
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230
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6,844
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231
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39,655
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232
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63,949
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233
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47,150
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234
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5,976
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143,435
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135,000
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194,129
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14,424
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14,576
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248
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7,509
-1,097
249
$611K 0.01%
15,624
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250
$606K 0.01%
10,250
-18,527
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10
11 12