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
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.7M 1.24%
+2,532,382
27
$44.7M 1.14%
+1,098,372
28
$42M 1.07%
1,259,203
+1,182,234
29
$35.1M 0.89%
600,000
30
$33.4M 0.85%
+1,511,437
31
$32.9M 0.84%
877,600
+819,600
32
$31.7M 0.81%
822,220
+214,440
33
$30.9M 0.79%
1,159,026
34
$30.7M 0.78%
1,707,810
-255,190
35
$26.5M 0.67%
1,140,381
+129,612
36
$23.3M 0.59%
756,147
+3,623
37
$22.8M 0.58%
828,656
-2,436,785
38
$22.7M 0.58%
603,146
+2,328
39
$21.2M 0.54%
340,098
+65,390
40
$20.9M 0.53%
2,247,747
-2,370,021
41
$20.2M 0.51%
+325,775
42
$20M 0.51%
300,550
+71,101
43
$19.8M 0.5%
82,536
-58,000
44
$18.8M 0.48%
387,897
+3,842
45
$18.8M 0.48%
985,564
-189,500
46
$18.5M 0.47%
172,295
+5,625
47
$18.5M 0.47%
535,882
+44,970
48
$17.8M 0.45%
240,218
+1,169
49
$17.7M 0.45%
78,820
-15,386
50
$17.6M 0.45%
187,129
+900
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