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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$68.8M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$54.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$47.7M

Top Sells

1
+$332M
2
+$200M
3
+$166M
4
C icon
Citigroup
C
+$88.2M
5
BAC icon
Bank of America
BAC
+$83M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$99.3M 1.04%
556,095
+214,810
27
$97.8M 1.03%
1,851,340
+416,120
28
$88.3M 0.93%
365,213
+165,000
29
$87.8M 0.92%
499,624
+106,922
30
$87.8M 0.92%
669,284
-265,700
31
$86.8M 0.91%
2,063,150
-700,970
32
$86.6M 0.91%
720,947
+14,000
33
$86.3M 0.91%
2,325,632
34
$82.8M 0.87%
581,517
+93,360
35
$79.3M 0.83%
339,323
-19,998
36
$77.5M 0.81%
2,632,994
+166,285
37
$72.5M 0.76%
1,759,810
-2,013,201
38
$71.7M 0.75%
81,912
39
$68.8M 0.72%
+1,697,007
40
$68.3M 0.72%
187,088
41
$67.1M 0.7%
1,713,393
+1,691,842
42
$64.7M 0.68%
1,309,281
-630,000
43
$63.8M 0.67%
1,690,910
+28,961
44
$63.1M 0.66%
1,020,510
-14,418
45
$61.9M 0.65%
2,347,139
+750,189
46
$59M 0.62%
452,651
+130,000
47
$58.8M 0.62%
690,000
+180,000
48
$58.1M 0.61%
1,008,462
-289,922
49
$58.1M 0.61%
239,553
-110,000
50
$54.4M 0.57%
240,267
+240,000
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