We are live on ! Find out more
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
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$138M
3
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

1
+$182M
2
+$143M
3
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

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
326
– –
-3
327
– –
-345
328
– –
-107
329
– –
-1
330
– –
-5
331
– –
-195,000
332
– –
-2
333
– –
-5
334
– –
-519
335
– –
-299
336
– –
-450
337
– –
-1,600
338
– –
-436
339
– –
-690
340
– –
-285
341
– –
-310,000
342
– –
-2
343
– –
-190
344
– –
-5
345
– –
-750
346
– –
-60,000
347
– –
-150
348
– –
-4
349
– –
-275
350
– –
-61
12 13
14
15 16