MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
1-Year Return
18.65%
This Quarter Return
+5.71%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$6.97B
AUM Growth
+$787M
(+13%)
Cap. Flow
+$502M
Cap. Flow
% of AUM
7.21%
Top 10 Holdings %
Top 10 Hldgs %
43.75%
Holding
512
New
66
Increased
84
Reduced
168
Closed
124
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$211M |
| 2 |
Invesco KBW Bank ETF
KBWB
|
+$174M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$163M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$109M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$106M |
Top Sells
Sector Composition
| 1 | Technology | 26.16% |
| 2 | Healthcare | 9.37% |
| 3 | Consumer Discretionary | 4.86% |
| 4 | Financials | 4.55% |
| 5 | Communication Services | 4.54% |
