MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$93.2M
3
+$64.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$42.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41M

Top Sells

1
+$137M
2
+$111M
3
+$59.1M
4
TJX icon
TJX Companies
TJX
+$28.3M
5
CVS icon
CVS Health
CVS
+$23.9M

Sector Composition

1 Healthcare 12.66%
2 Financials 8.78%
3 Technology 7.92%
4 Communication Services 5.71%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.5M 0.9%
493,400
-790
27
$25.7M 0.79%
562,912
-388,125
28
$23.2M 0.71%
601,650
-1,160
29
$22.3M 0.68%
621,080
-940
30
$21.4M 0.66%
+222,080
31
$21.3M 0.65%
331,580
-575
32
$20.8M 0.64%
+337,890
33
$20.3M 0.62%
195,344
-230,020
34
$20.2M 0.62%
1,023,715
-375,349
35
$19.6M 0.6%
+198,330
36
$19.6M 0.6%
383,952
-737
37
$18.6M 0.57%
474,960
-721,820
38
$18.6M 0.57%
485,923
-505,467
39
$18.2M 0.56%
327,708
-139,000
40
$17.7M 0.54%
192,460
-391
41
$16.9M 0.52%
107,730
-180
42
$15M 0.46%
283,380
-181,000
43
$14.9M 0.46%
43,835
-17,245
44
$14.9M 0.46%
357,571
-401,460
45
$14.6M 0.45%
328,105
-79,000
46
$13.2M 0.4%
194,549
-156,000
47
$12.1M 0.37%
153,540
-91,955
48
$11.6M 0.36%
146,553
-77,000
49
$11.1M 0.34%
302,850
-535
50
$11.1M 0.34%
202,786
+14,000
1
2
3 4 5