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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$691K 0.01%
14,177
-44,118
227
$685K 0.01%
2,543
228
$646K 0.01%
5,021
-65
229
$625K 0.01%
18,271
-1,704
230
$624K 0.01%
+7,901
231
$608K 0.01%
13,340
+10,715
232
$605K 0.01%
3,740
-194
233
$592K 0.01%
73,957
234
$591K 0.01%
4,080
-7,800
235
$591K 0.01%
19,700
-33,800
236
$576K 0.01%
6,950
-11,299
237
$564K 0.01%
4,274
-369
238
$542K 0.01%
21,316
-5,200
239
$528K 0.01%
6,177
-292
240
$513K 0.01%
8,490
-337,314
241
$512K ﹤0.01%
30,992
-10,699
242
$512K ﹤0.01%
+7,950
243
$504K ﹤0.01%
6,926
-1,486
244
$503K ﹤0.01%
25,909
-1,288
245
$489K ﹤0.01%
+3,000
246
$483K ﹤0.01%
14,290
247
$479K ﹤0.01%
24,399
248
$445K ﹤0.01%
6,080
249
$438K ﹤0.01%
4,600
+4,390
250
$437K ﹤0.01%
2,505
+2,133
8 9
10
11 12