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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$71.4M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$55.4M 1.23%
426,344
-283
27
$55M 1.22%
2,063,150
28
$48.6M 1.08%
1,919,039
+136,915
29
$41.2M 0.92%
172,193
-15,711
30
$40.8M 0.91%
584,250
+147,684
31
$40.4M 0.9%
1,200,000
+400,000
32
$38.4M 0.85%
289,914
+275,154
33
$37.8M 0.84%
307,142
+306,998
34
$36.3M 0.81%
840,806
-410,000
35
$35.5M 0.79%
3,050,000
+1,198,900
36
$34.5M 0.77%
+139,168
37
$33.6M 0.75%
1,531,973
38
$31.7M 0.7%
887,300
+50,000
39
$31.4M 0.7%
426,715
-204,500
40
$30.7M 0.68%
237,741
-820,948
41
$27.4M 0.61%
217,029
+15,000
42
$27.3M 0.61%
81,237
+79,920
43
$27.1M 0.6%
1,003,620
+1,785
44
$26.9M 0.6%
+280,000
45
$26M 0.58%
+2,033,729
46
$23.6M 0.52%
457,105
-1,467,895
47
$23.5M 0.52%
738,778
+96,083
48
$23.4M 0.52%
194,684
+192,423
49
$22.2M 0.49%
300,970
+300,430
50
$21.7M 0.48%
167,200
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