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
+$130M
2
+$59.7M
3
+$47.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.2M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$42.7M

Top Sells

1
+$217M
2
+$107M
3
+$80.8M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$80.3M
5
BABA icon
Alibaba
BABA
+$50.7M

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%
+110
453
$4K ﹤0.01%
85
454
$2K ﹤0.01%
+70
455
$2K ﹤0.01%
+487
456
$1K ﹤0.01%
80
457
– –
-5,218
458
– –
-4,367
459
– –
-1,000
460
– –
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461
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-10
462
– –
-2,460
463
– –
-255,000
464
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-14,000
465
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-151
466
– –
-6,563
467
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-50,000
468
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-77
469
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-500
470
– –
-4,963
471
$0 ﹤0.01%
+4
472
– –
-4,808
473
– –
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474
– –
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475
– –
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