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
$4.03B
AUM Growth
-$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$52.5M
3
+$19.9M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$14.7M
5
PYPL icon
PayPal
PYPL
+$12.6M

Top Sells

1
+$122M
2
+$59.7M
3
+$45.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$43.8M
5
BAC icon
Bank of America
BAC
+$41.8M

Sector Composition

1 Technology 14.9%
2 Healthcare 9.17%
3 Financials 8.79%
4 Industrials 5.22%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.9M 1.04%
908,233
-595,358
27
$40.3M 1%
377,108
+17,924
28
$39.9M 0.99%
607,698
-16,587
29
$38.5M 0.96%
464,437
+4,499
30
$37.8M 0.94%
772,312
+239,070
31
$35.5M 0.88%
838,864
-2,132
32
$34.5M 0.85%
275,304
+1,639
33
$33.6M 0.83%
828,632
+363,674
34
$32.7M 0.81%
507,103
+3,899
35
$31.3M 0.78%
374,255
+2,738
36
$30.8M 0.76%
360,433
-73,606
37
$30.5M 0.76%
521,160
-97,400
38
$29.8M 0.74%
553,150
-363,716
39
$29.5M 0.73%
1,057,676
-416,528
40
$28.6M 0.71%
654,979
+3,610
41
$27.2M 0.67%
540,738
-15,835
42
$26.8M 0.66%
1,033,245
+29,914
43
$25.7M 0.64%
345,122
-4,700
44
$24.4M 0.6%
708,637
+2,355
45
$24.3M 0.6%
871,989
-534,498
46
$24.1M 0.6%
211,207
-57,650
47
$23.9M 0.59%
538,856
-205,297
48
$20.4M 0.51%
134,654
-45,176
49
$20.2M 0.5%
311,643
-63,286
50
$20.1M 0.5%
425,966
-9,124
1
2
3 4 5