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 | |
|---|---|---|---|---|---|---|---|
| $14K | ﹤0.01% | +15 | New | +$14K | |||
| $14K | ﹤0.01% | +131 | New | +$14K | |||
| $14K | ﹤0.01% | 136 -100 | -42% | -$10.3K | |||
| $14K | ﹤0.01% | 339 | – | – | |||
| $14K | ﹤0.01% | +186 | New | +$14K | |||
| $13K | ﹤0.01% | 125 | – | – | |||
| $13K | ﹤0.01% | 60 | – | – | |||
| $13K | ﹤0.01% | 279 -241 | -46% | -$11.2K | |||
| $12K | ﹤0.01% | 6 +5 | +500% | +$10K | |||
| $12K | ﹤0.01% | 676 +80 | +13% | +$1.42K | |||
| $11K | ﹤0.01% | +1,111 | New | +$11K | |||
| $11K | ﹤0.01% | +50 | New | +$11K | |||
| $11K | ﹤0.01% | +231 | New | +$11K | |||
| $11K | ﹤0.01% | +174 | New | +$11K | |||
| $11K | ﹤0.01% | 20 -6 | -23% | -$3.3K | |||
| $10K | ﹤0.01% | +29 | New | +$10K | |||
| $9K | ﹤0.01% | 180 | – | – | |||
| $9K | ﹤0.01% | 53 +44 | +489% | +$7.47K | |||
| $8K | ﹤0.01% | 150 -15,450 | -99% | -$824K | |||
| $8K | ﹤0.01% | +160 | New | +$8K | |||
| $8K | ﹤0.01% | +146 | New | +$8K | |||
| $7K | ﹤0.01% | +145 | New | +$7K | |||
| $7K | ﹤0.01% | +29 | New | +$7K | |||
| $7K | ﹤0.01% | +32 | New | +$7K | |||
| $7K | ﹤0.01% | +25 | New | +$7K |
