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
$3.62B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$211M
3
+$181M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
5
ITB icon
iShares US Home Construction ETF
ITB
+$87.3M

Top Sells

1
+$236M
2
+$106M
3
+$92.7M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$77.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$42.3M

Sector Composition

1 Healthcare 28.7%
2 Technology 11.58%
3 Financials 5.91%
4 Communication Services 5.1%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$33.5M 0.93%
380,416
-71,535
27
$33.1M 0.92%
1,963,000
28
$32.7M 0.9%
+1,429,026
29
$32M 0.88%
151,986
-30,328
30
$31.9M 0.88%
+400,000
31
$28M 0.77%
410,548
-408,748
32
$25.5M 0.7%
265,894
+70,550
33
$25.4M 0.7%
760,137
-570,683
34
$21.1M 0.58%
1,049,802
+26,087
35
$21M 0.58%
220,966
+110,483
36
$19.1M 0.53%
+550,000
37
$18.5M 0.51%
456,115
-575,360
38
$18.3M 0.51%
474,240
-720
39
$18.2M 0.5%
419,105
+91,000
40
$17.9M 0.49%
485,183
-740
41
$17.8M 0.49%
+165,710
42
$17.7M 0.49%
+450,860
43
$17.6M 0.49%
522,890
-98,190
44
$17.4M 0.48%
242,149
+47,600
45
$17.4M 0.48%
185,160
-36,920
46
$16.8M 0.46%
365,662
-197,250
47
$16M 0.44%
192,195
-265
48
$15.4M 0.43%
277,988
-105,964
49
$14.5M 0.4%
+237,680
50
$14.4M 0.4%
257,708
-70,000
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