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
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$35.5M 0.8%
1,439,633
-180,884
27
$34.6M 0.78%
997,265
+751,265
28
$31M 0.7%
321,636
-54,472
29
$30.4M 0.69%
784,518
+314,722
30
$29.2M 0.66%
116,759
+63,752
31
$28.2M 0.64%
274,659
-13,196
32
$27.6M 0.62%
470,622
+202,674
33
$27.2M 0.62%
1,052,358
+1,449
34
$27.1M 0.61%
322,533
-88,374
35
$26.8M 0.6%
999,540
-121,900
36
$26.4M 0.6%
572,518
+38,366
37
$24.3M 0.55%
14,102
-234
38
$23.1M 0.52%
175,202
-30,827
39
$23M 0.52%
391,049
+25,000
40
$22.4M 0.51%
133,337
+52,440
41
$22.1M 0.5%
238,950
+91,000
42
$21.9M 0.5%
555,744
-315,012
43
$19.7M 0.45%
455,153
-279,860
44
$19.4M 0.44%
853,322
-89,717
45
$19.3M 0.44%
115,648
+47,966
46
$19.3M 0.44%
370,147
+43,734
47
$19.2M 0.43%
463,547
-288,908
48
$19M 0.43%
364,580
-92,700
49
$18.8M 0.43%
493,798
-28,440
50
$18.7M 0.42%
99,358
-16,061
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