MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM $7.12B
This Quarter Return
-7.65%
1 Year Return
+8.34%
3 Year Return
+39.97%
5 Year Return
+221.32%
10 Year Return
–
AUM
$7.12B
AUM Growth
+$150M (+2%)
Cap. Flow
+$785M
Cap. Flow % of AUM
11.02%
Top 10 Holdings %Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
117
Reduced
114
Closed
96
Top Buys
| 1 | $145M | |
| 2 | $131M | |
| 3 | $126M | |
| 4 | $118M | |
| 5 | $85.3M |
Top Sells
| 1 | $103M | |
| 2 | $97.4M | |
| 3 | $86.9M | |
| 4 | $52.4M | |
| 5 | $49.6M |
Sector Composition
| 1 | Technology | 26.79% |
| 2 | Healthcare | 7.53% |
| 3 | Consumer Discretionary | 5.26% |
| 4 | Communication Services | 3.42% |
| 5 | Financials | 3.22% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $100K | ﹤0.01% | 1,111 -260 | -19% | -$23.4K | |||
| $100K | ﹤0.01% | 2,100 | – | – | |||
| $98K | ﹤0.01% | +2,406 | New | +$98K | |||
| $96K | ﹤0.01% | +820 | New | +$96K | |||
| $96K | ﹤0.01% | +2,414 | New | +$96K | |||
| $93K | ﹤0.01% | +13,005 | New | +$93K | |||
| $91K | ﹤0.01% | 2,000 -4,350 | -69% | -$198K | |||
| $82K | ﹤0.01% | 195 | – | – | |||
| $80K | ﹤0.01% | 1,333 -628 | -32% | -$37.7K | |||
| $80K | ﹤0.01% | 448 -337 | -43% | -$60.2K | |||
| $78K | ﹤0.01% | +948 | New | +$78K | |||
| $76K | ﹤0.01% | +992 | New | +$76K | |||
| $74K | ﹤0.01% | 800 +564 | +239% | +$52.2K | |||
| $73K | ﹤0.01% | +989 | New | +$73K | |||
| $67K | ﹤0.01% | 1,350 | – | – | |||
| $66K | ﹤0.01% | +757 | New | +$66K | |||
| $66K | ﹤0.01% | +1,777 | New | +$66K | |||
| $66K | ﹤0.01% | 640 -30 | -4% | -$3.09K | |||
| $64K | ﹤0.01% | 2,540 -2,590 | -50% | -$65.3K | |||
| $64K | ﹤0.01% | 1,012 -650,000 | -100% | -$41.1M | |||
| $63K | ﹤0.01% | 3,000 | – | – | |||
| $62K | ﹤0.01% | +730 | New | +$62K | |||
| $62K | ﹤0.01% | 1,479 | – | – | |||
| $58K | ﹤0.01% | 660 | – | – | |||
| $58K | ﹤0.01% | +385 | New | +$58K |
