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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+657
452
$4K ﹤0.01%
85
453
$4K ﹤0.01%
+110
454
$2K ﹤0.01%
+487
455
$2K ﹤0.01%
+70
456
$1K ﹤0.01%
80
457
– –
-2
458
– –
-26,175
459
– –
-166
460
– –
-150,000
461
$0 ﹤0.01%
8
462
– –
-8,645
463
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-10,277
464
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-118
465
– –
-4,233
466
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-1,630
467
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-5,218
468
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-13,391
469
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-9,724
470
– –
-8
471
– –
-36,000
472
– –
-6
473
– –
-80,700
474
– –
-3,000
475
– –
-47,628
17 18
19
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