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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
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 Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
100
402
$3K ﹤0.01%
1,674
+230
403
$3K ﹤0.01%
+196
404
$3K ﹤0.01%
14
-208,950
405
$1K ﹤0.01%
+200
406
– –
-5
407
– –
-7
408
– –
-83,000
409
– –
-1
410
– –
-3
411
– –
-3
412
– –
-11
413
– –
-10
414
– –
-2
415
– –
-641
416
– –
-2
417
– –
-277
418
– –
-17
419
– –
-8
420
– –
-53
421
– –
-2
422
– –
-7
423
– –
-30,000
424
– –
-6
425
– –
-17
15 16
17
18 19