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
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
276
CF Industries
CF
$12.3B
$49K ﹤0.01%
+543
TMHC icon
277
Taylor Morrison
TMHC
$6.13B
$49K ﹤0.01%
+738
SYK icon
278
Stryker
SYK
$142B
$47K ﹤0.01%
+127
ZTS icon
279
Zoetis
ZTS
$56.5B
$46K ﹤0.01%
+317
BLDR icon
280
Builders FirstSource
BLDR
$12.4B
$44K ﹤0.01%
+366
IGSB icon
281
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.3B
$44K ﹤0.01%
821
JKHY icon
282
Jack Henry & Associates
JKHY
$12.6B
$44K ﹤0.01%
+297
FIS icon
283
Fidelity National Information Services
FIS
$34.1B
$43K ﹤0.01%
+656
DAX icon
284
Global X DAX Germany ETF
DAX
$272M
$42K ﹤0.01%
940
NOVT icon
285
Novanta
NOVT
$4.07B
$40K ﹤0.01%
+401
MRK icon
286
Merck
MRK
$260B
$39K ﹤0.01%
465
MCHP icon
287
Microchip Technology
MCHP
$29B
$37K ﹤0.01%
582
+100
EBND icon
288
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.23B
$36K ﹤0.01%
1,665
ES icon
289
Eversource Energy
ES
$25.2B
$36K ﹤0.01%
+502
SFM icon
290
Sprouts Farmers Market
SFM
$8.16B
$33K ﹤0.01%
+306
AAXJ icon
291
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.15B
$33K ﹤0.01%
366
-17
DFE icon
292
WisdomTree Europe SmallCap Dividend Fund
DFE
$161M
$33K ﹤0.01%
470
-70
MTUM icon
293
iShares MSCI USA Momentum Factor ETF
MTUM
$20.4B
$33K ﹤0.01%
130
FTSL icon
294
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$32K ﹤0.01%
700
BNRG icon
295
Brenmiller Energy
BNRG
$4.48M
$31K ﹤0.01%
+19,334
NOBL icon
296
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$30K ﹤0.01%
290
-143
DIA icon
297
SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.7B
$28K ﹤0.01%
61
-134
ON icon
298
ON Semiconductor
ON
$20.2B
$28K ﹤0.01%
577
+235
TER icon
299
Teradyne
TER
$28.5B
$27K ﹤0.01%
196
+39
HYLS icon
300
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.76B
$26K ﹤0.01%
620
10 11
12
13 14