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
$4.49B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$189M
3
+$175M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$172M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$110M

Top Sells

1
+$99.5M
2
+$95M
3
+$90.6M
4
DE icon
Deere & Co
DE
+$86.4M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$83.4M

Sector Composition

1 Technology 20.59%
2 Financials 5.52%
3 Healthcare 4.07%
4 Industrials 2.96%
5 Materials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$53.6M 1.2%
180,568
-301
27
$50.9M 1.13%
+1,425,000
28
$50.8M 1.13%
464,520
-620,740
29
$50.6M 1.13%
631,100
-139,900
30
$50.4M 1.12%
663,045
-1,529
31
$48M 1.07%
243,571
-13,346
32
$44.2M 0.99%
140,088
33
$39.2M 0.87%
829,825
-416,471
34
$38.5M 0.86%
149,922
-258,382
35
$36.7M 0.82%
1,474,373
-125,600
36
$36M 0.8%
740,860
-335,000
37
$35.7M 0.8%
433,470
-213,288
38
$35.4M 0.79%
143,510
+143,443
39
$35.1M 0.78%
20,044
-65
40
$31.4M 0.7%
226,000
41
$31M 0.69%
192,030
-194,618
42
$29.3M 0.65%
1,000,000
-1,325,632
43
$28M 0.63%
400,000
-1,190,000
44
$27.9M 0.62%
658,385
-223,961
45
$26.9M 0.6%
847,561
+115,400
46
$23.7M 0.53%
250,398
-428
47
$22.4M 0.5%
686,112
-11,881
48
$21.7M 0.48%
178,559
-36,100
49
$18.9M 0.42%
+134,150
50
$18.8M 0.42%
2,033,729
-14,000
1
2
3 4 5