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
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
251
M&T Bank
MTB
$29.2B
$71K ﹤0.01%
359
+82
EWZ icon
252
iShares MSCI Brazil ETF
EWZ
$6.52B
$69K ﹤0.01%
2,230
+1,500
FTCS icon
253
First Trust Capital Strength ETF
FTCS
$8.27B
$69K ﹤0.01%
738
-350
FVD icon
254
First Trust Value Line Dividend Fund
FVD
$8.61B
$69K ﹤0.01%
1,483
-708
ONTO icon
255
Onto Innovation
ONTO
$7.11B
$68K ﹤0.01%
+523
FINX icon
256
Global X FinTech ETF
FINX
$266M
$66K ﹤0.01%
1,960
TMUS icon
257
T-Mobile US
TMUS
$234B
$66K ﹤0.01%
+276
MOAT icon
258
VanEck Morningstar Wide Moat ETF
MOAT
$12.8B
$65K ﹤0.01%
660
PTC icon
259
PTC
PTC
$21B
$62K ﹤0.01%
+303
MOMO
260
Hello Group
MOMO
$1.11B
$61K ﹤0.01%
8,140
IDXX icon
261
Idexx Laboratories
IDXX
$60.1B
$59K ﹤0.01%
+93
IWP icon
262
iShares Russell Mid-Cap Growth ETF
IWP
$20B
$58K ﹤0.01%
410
-410
HTHT icon
263
Huazhu Hotels Group
HTHT
$14.2B
$58K ﹤0.01%
1,466
CVLT icon
264
Commault Systems
CVLT
$5.45B
$57K ﹤0.01%
+304
EME icon
265
Emcor
EME
$27.5B
$57K ﹤0.01%
88
+3
GM icon
266
General Motors
GM
$68.6B
$56K ﹤0.01%
+911
MO icon
267
Altria Group
MO
$99.1B
$56K ﹤0.01%
+854
HCA icon
268
HCA Healthcare
HCA
$116B
$55K ﹤0.01%
+129
LOPE icon
269
Grand Canyon Education
LOPE
$4.41B
$55K ﹤0.01%
+250
MSCI icon
270
MSCI
MSCI
$42.4B
$53K ﹤0.01%
93
-4
AYI icon
271
Acuity Brands
AYI
$11.2B
$52K ﹤0.01%
152
+31
BYD icon
272
Boyd Gaming
BYD
$6.51B
$51K ﹤0.01%
590
+96
DLB icon
273
Dolby
DLB
$6.44B
$50K ﹤0.01%
+697
WU icon
274
Western Union
WU
$2.79B
$50K ﹤0.01%
+6,234
ACSI icon
275
American Customer Satisfaction ETF
ACSI
$104M
$49K ﹤0.01%
735
9 10
11
12 13