MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM $8.42B
1-Year Return
18.65%
This Quarter Return
+8.06%
1 Year Return
+18.65%
3 Year Return
+96.53%
5 Year Return
+186.21%
10 Year Return
–
AUM
$4.5B
AUM Growth
+$64.8M
(+1.5%)
Cap. Flow
-$202M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
45.01%
Holding
590
New
69
Increased
126
Reduced
201
Closed
64
Top Buys
| 1 |
iShares MSCI China ETF
MCHI
|
+$134M |
| 2 |
SPDR S&P Biotech ETF
XBI
|
+$91.3M |
| 3 |
Boeing
BA
|
+$62.9M |
| 4 |
iShares US Home Construction ETF
ITB
|
+$53M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$40.4M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
+$179M |
| 2 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$106M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
+$90.4M |
| 4 |
Invesco KBW Bank ETF
KBWB
|
+$75.8M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$71.4M |
Sector Composition
| 1 | Technology | 21.08% |
| 2 | Healthcare | 5.45% |
| 3 | Communication Services | 3.91% |
| 4 | Industrials | 3.34% |
| 5 | Consumer Discretionary | 3.13% |
