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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$45.8M 1.1%
725,450
+399,675
27
$44M 1.05%
1,073,992
-24,380
28
$43.4M 1.04%
+650,173
29
$42.3M 1.01%
411,964
-188,036
30
$41.9M 1%
+341,080
31
$41.8M 1%
475,819
+302,929
32
$39.9M 0.96%
901,400
+23,800
33
$35.2M 0.84%
359,667
-322,689
34
$34.9M 0.83%
425,346
-321,550
35
$34.9M 0.83%
570,000
-30,000
36
$34.5M 0.83%
832,040
+9,820
37
$34.4M 0.82%
664,830
+663,530
38
$34.1M 0.82%
317,628
+310,456
39
$30.9M 0.74%
1,303,594
+163,213
40
$26.9M 0.64%
841,928
+13,272
41
$26.8M 0.64%
+323,914
42
$26.6M 0.63%
708,732
-550,471
43
$25.3M 0.6%
597,395
+186,130
44
$24.6M 0.59%
758,638
+2,491
45
$24.1M 0.58%
273,794
-26,756
46
$22.8M 0.54%
987,464
+1,900
47
$21.7M 0.52%
1,166,831
-47,598
48
$21.7M 0.52%
981,500
-726,310
49
$21.4M 0.51%
358,114
+78,220
50
$21.1M 0.5%
395,735
+7,838
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