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
$3.91B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$60.6M
3
+$57.1M
4
IFF icon
International Flavors & Fragrances
IFF
+$40.6M
5
AMZN icon
Amazon
AMZN
+$32.5M

Top Sells

1
+$293M
2
+$135M
3
+$96M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$52.6M
5
AAPL icon
Apple
AAPL
+$51.1M

Sector Composition

1 Technology 16.71%
2 Consumer Discretionary 6.89%
3 Healthcare 6.66%
4 Financials 6.11%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$34.7M 0.89%
291,176
-287,906
27
$34.5M 0.88%
301,081
-14,307
28
$34.1M 0.87%
294,659
+10,000
29
$33.3M 0.85%
762,890
-297,990
30
$32.1M 0.82%
3,477,995
+50,000
31
$31.6M 0.81%
129,533
+128,677
32
$31.1M 0.79%
981,593
+230,000
33
$30.5M 0.78%
175,680
+216
34
$29.6M 0.76%
673,901
-170,199
35
$29.2M 0.75%
467,461
-84,690
36
$28M 0.72%
197,067
-10,500
37
$27.8M 0.71%
676,612
-194,486
38
$26.8M 0.69%
91,609
-12,491
39
$26.3M 0.67%
99,346
-8
40
$26.3M 0.67%
234,820
-50
41
$25.9M 0.66%
307,637
+60,000
42
$25.6M 0.66%
276,581
-1,036,138
43
$24.9M 0.64%
454,717
+2,289
44
$24.7M 0.63%
67,841
+35,785
45
$23.7M 0.61%
557,542
-9,051
46
$22.6M 0.58%
280,142
47
$21.4M 0.55%
265,071
-3,634,752
48
$20.8M 0.53%
813,322
-40,000
49
$19.8M 0.51%
+141,828
50
$19.6M 0.5%
190,038
+189,146
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