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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$68.8M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$54.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$47.7M

Top Sells

1
+$332M
2
+$200M
3
+$166M
4
C icon
Citigroup
C
+$88.2M
5
BAC icon
Bank of America
BAC
+$83M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$649K 0.01%
2,543
252
$643K 0.01%
2,399
-90
253
$627K 0.01%
13,261
+1,094
254
$619K 0.01%
8,985
-272
255
$609K 0.01%
1,360
256
$605K 0.01%
7,024
-1,183
257
$592K 0.01%
9,072
+5,989
258
$588K 0.01%
470
+41
259
$571K 0.01%
10,220
+448
260
$569K 0.01%
9,994
+1,095
261
$563K 0.01%
26,516
-2,500
262
$562K 0.01%
14,290
263
$561K 0.01%
11,684
+2,619
264
$557K 0.01%
10,305
265
$556K 0.01%
28,443
+1,874
266
$526K 0.01%
6,080
267
$522K 0.01%
52,108
-2,400
268
$516K 0.01%
6,550
+2,550
269
$508K 0.01%
11,173
-284
270
$507K 0.01%
13,442
+2,257
271
$502K 0.01%
3,017
+392
272
$495K 0.01%
38,135
-1,465
273
$468K ﹤0.01%
13,190
-743
274
$444K ﹤0.01%
203
-19,009
275
$434K ﹤0.01%
51,142
-1,920
9 10
11
12 13