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
$3.49B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$126M
3
+$81.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$51.9M
5
CHKP icon
Check Point Software Technologies
CHKP
+$38.8M

Top Sells

1
+$170M
2
+$118M
3
+$71.8M
4
VTRS icon
Viatris
VTRS
+$56.9M
5
AAPL icon
Apple
AAPL
+$54.2M

Sector Composition

1 Healthcare 18.97%
2 Technology 12.17%
3 Financials 7.7%
4 Communication Services 3.62%
5 Utilities 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.8M 1%
600,000
27
$31M 0.89%
385,325
+350,639
28
$30.9M 0.88%
1,159,026
-270,000
29
$26.7M 0.76%
645,850
+122,960
30
$24.2M 0.69%
752,524
-7,613
31
$23.6M 0.68%
607,780
-1,152,620
32
$23.6M 0.67%
+498,780
33
$22.7M 0.65%
140,536
+92,246
34
$22.5M 0.64%
600,818
+126,578
35
$21.1M 0.6%
166,670
+960
36
$20.5M 0.59%
94,206
-57,780
37
$20.4M 0.59%
525,522
+74,662
38
$20.2M 0.58%
186,229
+1,069
39
$19.8M 0.57%
458,741
+2,626
40
$19.5M 0.56%
1,010,769
-39,033
41
$19.4M 0.56%
245,598
+53,403
42
$18.4M 0.53%
384,055
-35,050
43
$17.8M 0.51%
1,175,064
+909,474
44
$16.5M 0.47%
438,700
-111,300
45
$16.4M 0.47%
327,037
-38,625
46
$16M 0.46%
274,708
+17,000
47
$15.5M 0.44%
214,649
-27,500
48
$15.3M 0.44%
239,049
+1,369
49
$15.3M 0.44%
229,449
+175,782
50
$15.1M 0.43%
384,696
+96,646
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