MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
1-Year Return
18.65%
This Quarter Return
-7.65%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$7.12B
AUM Growth
+$150M
(+2.1%)
Cap. Flow
+$785M
Cap. Flow
% of AUM
11.02%
Top 10 Holdings %
Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
116
Reduced
114
Closed
96
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$145M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$131M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
+$126M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$118M |
| 5 |
Apple
AAPL
|
+$85.3M |
Top Sells
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
+$103M |
| 2 |
OBDE
Blue Owl Capital Corporation III
OBDE
|
+$97.4M |
| 3 |
VanEck Oil Services ETF
OIH
|
+$86.9M |
| 4 |
Visa
V
|
+$52.4M |
| 5 |
Mastercard
MA
|
+$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% |
