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
$6.18B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 8.19%
3 Financials 6.23%
4 Consumer Discretionary 4.28%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-45
452
– –
-216
453
– –
-145
454
$0 ﹤0.01%
4
-183
455
– –
-86
456
– –
-76
457
– –
-1,465
458
– –
-402
459
– –
-1,237
460
$0 ﹤0.01%
14
-571
461
– –
-300
462
– –
-24
463
– –
-5,687
464
– –
-65
465
– –
-367,166
466
– –
-12
467
– –
-339
468
– –
-205
469
– –
-860,000
470
– –
-56
471
– –
-20,000
472
– –
-3,210
473
– –
-217
474
$0 ﹤0.01%
2
-133
475
– –
-55
17 18
19
20 21