MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 53.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$759M
2 +$244M
3 +$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

1 +$121M
2 +$87.4M
3 +$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FTCS icon
251
First Trust Capital Strength ETF
FTCS
$7.71B
$68K ﹤0.01%
738
FVD icon
252
First Trust Value Line Dividend Fund
FVD
$8B
$68K ﹤0.01%
1,483
MOAT icon
253
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$68K ﹤0.01%
660
COHR icon
254
Coherent
COHR
$73.7B
$66K ﹤0.01%
+358
MPWR icon
255
Monolithic Power Systems
MPWR
$80.2B
$65K ﹤0.01%
72
-51
G icon
256
Genpact
G
$5.5B
$64K ﹤0.01%
+1,364
COF icon
257
Capital One
COF
$116B
$63K ﹤0.01%
+258
XLP icon
258
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$62K ﹤0.01%
794
-1,120,047
FINX icon
259
Global X FinTech ETF
FINX
$196M
$58K ﹤0.01%
1,960
LULU icon
260
lululemon athletica
LULU
$15.7B
$58K ﹤0.01%
279
+254
FDX icon
261
FedEx
FDX
$98.2B
$57K ﹤0.01%
+197
PTF icon
262
Invesco Dorsey Wright Technology Momentum ETF
PTF
$710M
$57K ﹤0.01%
+744
WSM icon
263
Williams-Sonoma
WSM
$24.2B
$57K ﹤0.01%
+317
CPAY icon
264
Corpay
CPAY
$23B
$57K ﹤0.01%
+190
INTU icon
265
Intuit
INTU
$85.6B
$56K ﹤0.01%
+84
IWP icon
266
iShares Russell Mid-Cap Growth ETF
IWP
$20.5B
$56K ﹤0.01%
410
MCHP icon
267
Microchip Technology
MCHP
$52.1B
$56K ﹤0.01%
871
+289
MTD icon
268
Mettler-Toledo International
MTD
$23.5B
$56K ﹤0.01%
+40
RL icon
269
Ralph Lauren
RL
$22.1B
$56K ﹤0.01%
+159
CME icon
270
CME Group
CME
$100B
$55K ﹤0.01%
+203
ULTA icon
271
Ulta Beauty
ULTA
$22.7B
$55K ﹤0.01%
+91
TER icon
272
Teradyne
TER
$59.9B
$54K ﹤0.01%
279
+83
MOMO
273
Hello Group
MOMO
$882M
$53K ﹤0.01%
8,140
MNST icon
274
Monster Beverage
MNST
$86.1B
$52K ﹤0.01%
+683
NTAP icon
275
NetApp
NTAP
$28.1B
$52K ﹤0.01%
+484