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
$5.73B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$93.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$71.8M
5
AVGO icon
Broadcom
AVGO
+$67.6M

Top Sells

1
+$634M
2
+$445M
3
+$234M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$169M
5
AAPL icon
Apple
AAPL
+$169M

Sector Composition

1 Technology 28.97%
2 Industrials 9.25%
3 Financials 8%
4 Communication Services 7.8%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$81.4M 1.42%
593,103
-64,348
27
$80.7M 1.41%
591,054
-249,179
28
$80.5M 1.4%
771,000
+10,000
29
$79.9M 1.39%
1,939,480
-665,000
30
$72.2M 1.26%
453,986
+451,481
31
$69.6M 1.21%
1,856,880
-1,480
32
$67.7M 1.18%
1,075,860
+1,073,350
33
$67.4M 1.18%
2,063,150
34
$67M 1.17%
646,758
-36,408
35
$65.9M 1.15%
1,361,083
-1,117,391
36
$60.5M 1.06%
732,161
-434,000
37
$59.7M 1.04%
180,869
-53,500
38
$58.1M 1.01%
664,574
-308,977
39
$57.7M 1.01%
707,760
-197,253
40
$57M 0.99%
256,917
-232,679
41
$53.9M 0.94%
522,769
+472,625
42
$53.5M 0.93%
695,200
-332,000
43
$50.1M 0.87%
140,088
-143,000
44
$49.7M 0.87%
377,034
-373,128
45
$49.1M 0.86%
250,826
+200
46
$48.7M 0.85%
1,599,973
-47,236
47
$48.6M 0.85%
298,380
-1,437,320
48
$47.8M 0.83%
315,000
+45,000
49
$47.2M 0.82%
20,109
+17
50
$45.6M 0.8%
882,346
-199,434
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