MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+5
377
$1K ﹤0.01%
+2
378
$1K ﹤0.01%
+7
379
$1K ﹤0.01%
+25
380
$1K ﹤0.01%
+2
381
$1K ﹤0.01%
+1
382
$1K ﹤0.01%
+2
383
$1K ﹤0.01%
7
-4,450
384
$1K ﹤0.01%
+5
385
$1K ﹤0.01%
+3
386
– –
-788
387
– –
-1,250,000
388
– –
-645
389
– –
-423,752
390
– –
-131
391
– –
-72
392
– –
-3,466
393
– –
-264
394
– –
-900
395
– –
-379
396
– –
-870
397
– –
-1,165
398
– –
-25,529
399
– –
-178
400
$0 ﹤0.01%
+2
14 15
16
17 18