MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM $7.12B
This Quarter Return
-7.65%
1 Year Return
+8.34%
3 Year Return
+39.97%
5 Year Return
+221.32%
10 Year Return
–
AUM
$7.12B
AUM Growth
+$150M (+2%)
Cap. Flow
+$785M
Cap. Flow % of AUM
11.02%
Top 10 Holdings %Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
117
Reduced
114
Closed
96
Top Buys
| 1 | $145M | |
| 2 | $131M | |
| 3 | $126M | |
| 4 | $118M | |
| 5 | $85.3M |
Top Sells
| 1 | $103M | |
| 2 | $97.4M | |
| 3 | $86.9M | |
| 4 | $52.4M | |
| 5 | $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% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $57K | ﹤0.01% | 605 | – | – | |||
| $54K | ﹤0.01% | 1,960 | – | – | |||
| $54K | ﹤0.01% | 1,466 | – | – | |||
| $52K | ﹤0.01% | +805 | New | +$52K | |||
| $51K | ﹤0.01% | 8,140 | – | – | |||
| $50K | ﹤0.01% | +374 | New | +$50K | |||
| $49K | ﹤0.01% | 2,689 +2,547 | +1,794% | +$46.4K | |||
| $48K | ﹤0.01% | 334 +329 | +6,580% | +$47.3K | |||
| $48K | ﹤0.01% | 3,948 -7,585 | -66% | -$92.2K | |||
| $48K | ﹤0.01% | +170 | New | +$48K | |||
| $48K | ﹤0.01% | +812 | New | +$48K | |||
| $45K | ﹤0.01% | 261 +96 | +58% | +$16.6K | |||
| $45K | ﹤0.01% | +3,900 | New | +$45K | |||
| $44K | ﹤0.01% | 735 | – | – | |||
| $44K | ﹤0.01% | +213 | New | +$44K | |||
| $43K | ﹤0.01% | 821 | – | – | |||
| $42K | ﹤0.01% | 282 +96 | +52% | +$14.3K | |||
| $42K | ﹤0.01% | 724 +196 | +37% | +$11.4K | |||
| $42K | ﹤0.01% | 257 +120 | +88% | +$19.6K | |||
| $40K | ﹤0.01% | 190 +61 | +47% | +$12.8K | |||
| $40K | ﹤0.01% | 116 +50 | +76% | +$17.2K | |||
| $40K | ﹤0.01% | 652 | – | – | |||
| $39K | ﹤0.01% | +176 | New | +$39K | |||
| $38K | ﹤0.01% | 622 -118 | -16% | -$7.21K | |||
| $38K | ﹤0.01% | 614 -275,731 | -100% | -$17.1M |
