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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$42.4M 0.96%
1,099,871
-1,042,904
27
$42.1M 0.96%
341,163
+83
28
$41.5M 0.94%
609,263
+303,858
29
$40.6M 0.92%
628,298
+58,298
30
$39.4M 0.89%
1,595,144
+291,550
31
$38.6M 0.88%
158,950
-50,560
32
$38M 0.86%
835,560
+3,520
33
$37.1M 0.84%
359,343
-324
34
$36.8M 0.84%
1,502,202
-496,798
35
$35.5M 0.81%
340,372
+22,744
36
$34.7M 0.79%
518,743
+160,629
37
$34.2M 0.78%
423,378
-1,968
38
$31.9M 0.72%
658,160
-243,240
39
$29.6M 0.67%
505,158
+191,980
40
$27.1M 0.62%
289,449
-336,444
41
$26.2M 0.59%
546,599
-50,796
42
$25.1M 0.57%
274,359
+565
43
$23.8M 0.54%
196,000
-235,515
44
$23.6M 0.54%
988,864
+1,400
45
$23.4M 0.53%
684,109
-24,623
46
$22.9M 0.52%
532,544
-541,448
47
$22.4M 0.51%
701,497
-57,141
48
$22.1M 0.5%
1,001,141
-165,690
49
$21.8M 0.5%
435,108
+8,944
50
$21.1M 0.48%
306,220
+8,877
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