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
Energy Select Sector SPDR Fund
XLE
+$75.7M

Sector Composition

1 Technology 27.37%
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
CRUS icon
276
Cirrus Logic
CRUS
$6.13B
$39K ﹤0.01%
+376
RL icon
277
Ralph Lauren
RL
$19.2B
$39K ﹤0.01%
142
-34
DFE icon
278
WisdomTree Europe SmallCap Dividend Fund
DFE
$173M
$38K ﹤0.01%
540
-82
BSX icon
279
Boston Scientific
BSX
$147B
$37K ﹤0.01%
344
+145
INGR icon
280
Ingredion
INGR
$6.91B
$37K ﹤0.01%
275
-4
MRK icon
281
Merck
MRK
$211B
$37K ﹤0.01%
465
-760
AYI icon
282
Acuity Brands
AYI
$11.1B
$36K ﹤0.01%
+121
EBND icon
283
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.13B
$36K ﹤0.01%
1,665
FSEP icon
284
FT Vest US Equity Buffer ETF September
FSEP
$1B
$36K ﹤0.01%
750
-3,700
BLD icon
285
TopBuild
BLD
$11.4B
$35K ﹤0.01%
+107
ENTG icon
286
Entegris
ENTG
$13.4B
$35K ﹤0.01%
436
-321
PAYO icon
287
Payoneer
PAYO
$1.97B
$35K ﹤0.01%
5,107
+1,199
LULU icon
288
lululemon athletica
LULU
$19.9B
$34K ﹤0.01%
141
+116
MCHP icon
289
Microchip Technology
MCHP
$32.8B
$34K ﹤0.01%
482
-2,614
IP icon
290
International Paper
IP
$19.2B
$33K ﹤0.01%
+696
AAXJ icon
291
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.29B
$32K ﹤0.01%
383
FTSL icon
292
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$32K ﹤0.01%
700
IYZ icon
293
iShares US Telecommunications ETF
IYZ
$637M
$32K ﹤0.01%
+1,080
MTUM icon
294
iShares MSCI USA Momentum Factor ETF
MTUM
$19B
$31K ﹤0.01%
130
REGN icon
295
Regeneron Pharmaceuticals
REGN
$67.7B
$31K ﹤0.01%
+59
MIDD icon
296
Middleby
MIDD
$6.26B
$30K ﹤0.01%
+206
NVR icon
297
NVR
NVR
$19.8B
$30K ﹤0.01%
4
-1
OC icon
298
Owens Corning
OC
$9.29B
$30K ﹤0.01%
+221
AIRR icon
299
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.65B
$28K ﹤0.01%
345
RUN icon
300
Sunrun
RUN
$4.75B
$28K ﹤0.01%
3,800
10 11
12
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