MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
+47
452
$4K ﹤0.01%
85
453
$4K ﹤0.01%
200
-135
454
$2K ﹤0.01%
70
455
$2K ﹤0.01%
487
456
$1K ﹤0.01%
80
457
– –
-286,009
458
– –
-508,130
459
– –
-15,525
460
– –
-28,835
461
– –
-1,000
462
– –
-35,216
463
– –
-657
464
– –
-28,848
465
$0 ﹤0.01%
4
466
– –
-300
467
– –
-35,836
468
– –
-2,500
469
– –
-200,000
470
– –
-4,422
471
– –
-2,848
472
– –
-173,865
473
– –
-400
474
– –
-545
475
– –
-18,784
16 17 18
19
20