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
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
+193
402
$9K ﹤0.01%
+424
403
$8K ﹤0.01%
+381
404
$8K ﹤0.01%
1,000
405
$8K ﹤0.01%
+695
406
$7K ﹤0.01%
+233
407
$7K ﹤0.01%
+315
408
$6K ﹤0.01%
+166
409
$6K ﹤0.01%
+335
410
$4K ﹤0.01%
+191
411
$4K ﹤0.01%
+85
412
$2K ﹤0.01%
+118
413
$1K ﹤0.01%
+80
414
$1K ﹤0.01%
+2
415
$0 ﹤0.01%
+8
416
$0 ﹤0.01%
+8
417
$0 ﹤0.01%
+2
418
$0 ﹤0.01%
+6
419
$0 ﹤0.01%
+4
420
$0 ﹤0.01%
+11
421
– –
-2
422
$0 ﹤0.01%
+125
423
– –
-275,200
424
– –
-39,500
425
– –
-221
14 15 16
17
18