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
$4.18B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$127M
3
+$110M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$58.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$48.4M

Top Sells

1
+$819M
2
+$84.3M
3
+$47.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$40.9M
5
AMZN icon
Amazon
AMZN
+$39.6M

Sector Composition

1 Technology 15.71%
2 Healthcare 6.55%
3 Financials 5.26%
4 Communication Services 5.15%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.8M 0.95%
844,100
-162,917
27
$36.4M 0.87%
756,069
-28,449
28
$36M 0.86%
284,659
+10,000
29
$35.1M 0.84%
871,098
+407,551
30
$32.8M 0.78%
315,388
-7,145
31
$30.8M 0.74%
1,110,755
+58,397
32
$29.4M 0.7%
104,100
-12,659
33
$29M 0.69%
620,475
-775,191
34
$27.9M 0.67%
388,292
-82,330
35
$27.4M 0.66%
175,464
+262
36
$25.1M 0.6%
207,567
+37,000
37
$24.4M 0.58%
452,428
-2,725
38
$24.1M 0.58%
566,593
+72,795
39
$23.8M 0.57%
234,870
-278,120
40
$23.4M 0.56%
99,354
-4
41
$22.4M 0.54%
280,142
+172,552
42
$21.5M 0.51%
853,322
43
$20.9M 0.5%
393,584
-889,814
44
$20.9M 0.5%
247,637
+79,359
45
$20.8M 0.5%
552,151
+50,383
46
$20.4M 0.49%
112,064
+292
47
$19.8M 0.47%
104,045
+103,378
48
$18.5M 0.44%
567,003
+563,055
49
$17.9M 0.43%
751,593
+22,833
50
$17.1M 0.41%
291,380
-73,200
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