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
$6.97B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$175M
3
+$170M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$112M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$98.5M

Top Sells

1
+$164M
2
+$143M
3
+$86.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$63M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$53M

Sector Composition

1 Technology 25.98%
2 Healthcare 9.37%
3 Consumer Discretionary 4.86%
4 Financials 4.55%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-2,347
402
$0 ﹤0.01%
+1
403
$0 ﹤0.01%
+3
404
$0 ﹤0.01%
7
-34
405
– –
-92,679
406
– –
-46
407
– –
-648
408
– –
-1,315
409
– –
-52
410
– –
-210
411
$0 ﹤0.01%
1
-7
412
– –
-1
413
$0 ﹤0.01%
+1
414
– –
-357
415
– –
-142
416
– –
-21
417
– –
-40
418
– –
-404
419
– –
-5,977
420
– –
-19
421
– –
-13
422
$0 ﹤0.01%
3
-17
423
– –
-1
424
$0 ﹤0.01%
3
-14
425
$0 ﹤0.01%
11
-51
15 16
17
18 19