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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$95.3M
2
+$68.8M
3
+$44.7M
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
+$20.3M

Top Sells

1
+$130M
2
+$39.4M
3
+$31.2M
4
MA icon
Mastercard
MA
+$27.9M
5
IYT icon
iShares US Transportation ETF
IYT
+$22.4M

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
– –
-508,130
458
$0 ﹤0.01%
1
-33,828
459
– –
-6,128
460
– –
-28,835
461
$0 ﹤0.01%
8
462
– –
-400
463
– –
-1,000
464
– –
-286,009
465
– –
-35,216
466
– –
-657
467
– –
-28,848
468
$0 ﹤0.01%
4
469
– –
-300
470
– –
-35,836
471
– –
-2,500
472
– –
-200,000
473
– –
-4,422
474
– –
-2,848
475
– –
-173,865
16 17 18
19
20