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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108M 1.05%
650,096
+131,027
27
$108M 1.04%
897,489
-1,509
28
$108M 1.04%
2,955,460
+706,739
29
$108M 1.04%
1,355,926
-180,681
30
$106M 1.03%
320,000
+65,000
31
$106M 1.02%
489,596
+329,927
32
$106M 1.02%
1,555,773
-1,152,000
33
$105M 1.02%
2,178,756
-470,994
34
$102M 0.98%
657,451
-138,806
35
$102M 0.98%
283,088
+211,000
36
$101M 0.97%
4,784,863
-6,605,137
37
$98.3M 0.95%
2,478,474
+97,672
38
$97M 0.94%
2,325,632
39
$95.6M 0.92%
973,551
+206,279
40
$94.1M 0.91%
1,220,831
-39,269
41
$91.1M 0.88%
107,730
+54,000
42
$90.4M 0.87%
337,170
-49
43
$89.7M 0.87%
234,369
+52,082
44
$77.7M 0.75%
84,915
+3,003
45
$76.7M 0.74%
223,076
+93,076
46
$76M 0.73%
2,063,150
47
$75.8M 0.73%
1,647,209
-216,100
48
$74.8M 0.72%
396,405
+46,261
49
$71.8M 0.69%
+1,604,200
50
$69.6M 0.67%
1,850,000
+1,849,062
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