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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOAT icon
251
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$62K ﹤0.01%
660
FN icon
252
Fabrinet
FN
$17B
$56K ﹤0.01%
190
+3
MSCI icon
253
MSCI
MSCI
$42.7B
$56K ﹤0.01%
97
+31
MTB icon
254
M&T Bank
MTB
$31.6B
$54K ﹤0.01%
277
-171
SPGI icon
255
S&P Global
SPGI
$155B
$54K ﹤0.01%
103
+73
VGIT icon
256
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$54K ﹤0.01%
898
-912,616
HTHT icon
257
Huazhu Hotels Group
HTHT
$15.1B
$50K ﹤0.01%
1,466
BRO icon
258
Brown & Brown
BRO
$27.4B
$49K ﹤0.01%
+446
EA icon
259
Electronic Arts
EA
$51B
$48K ﹤0.01%
299
-35
EVRG icon
260
Evergy
EVRG
$16.7B
$48K ﹤0.01%
+690
INTU icon
261
Intuit
INTU
$187B
$48K ﹤0.01%
+61
WFC icon
262
Wells Fargo
WFC
$292B
$48K ﹤0.01%
603
-11,632
ACSI icon
263
American Customer Satisfaction ETF
ACSI
$104M
$47K ﹤0.01%
735
DXCM icon
264
DexCom
DXCM
$25.8B
$45K ﹤0.01%
+519
EME icon
265
Emcor
EME
$27.4B
$45K ﹤0.01%
85
+9
LMND icon
266
Lemonade
LMND
$6.17B
$45K ﹤0.01%
1,034
+243
NTAP icon
267
NetApp
NTAP
$22.2B
$45K ﹤0.01%
418
+68
NOBL icon
268
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$44K ﹤0.01%
433
-613
IGSB icon
269
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$43K ﹤0.01%
821
DAX icon
270
Global X DAX Germany ETF
DAX
$273M
$42K ﹤0.01%
+940
EMB icon
271
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
$42K ﹤0.01%
+450
JNPR
272
DELISTED
Juniper Networks
JNPR
$42K ﹤0.01%
+1,063
EMLC icon
273
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.16B
$41K ﹤0.01%
+1,600
MNST icon
274
Monster Beverage
MNST
$74.5B
$40K ﹤0.01%
639
-85
BYD icon
275
Boyd Gaming
BYD
$6.75B
$39K ﹤0.01%
+494
9 10
11
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