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
$4.52B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$118M
3
+$92.5M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$89.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$74.7M

Top Sells

1
+$198M
2
+$136M
3
+$119M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$105M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$90.6M

Sector Composition

1 Technology 23.16%
2 Healthcare 6.38%
3 Industrials 4.99%
4 Communication Services 4.51%
5 Utilities 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$51.5M 1.14%
587,170
-81,611
27
$51.1M 1.13%
513,016
-71,234
28
$47.1M 1.04%
430,000
-131,000
29
$44.4M 0.98%
655,649
-271,206
30
$43.4M 0.96%
1,531,973
31
$40.5M 0.9%
126,102
-369,372
32
$39.6M 0.88%
310,785
+281,357
33
$38.1M 0.84%
367,138
-588,868
34
$37.4M 0.83%
400,794
+391,023
35
$37.3M 0.82%
+90,000
36
$36.7M 0.81%
355,212
+335,523
37
$35.3M 0.78%
360,055
+360,000
38
$35M 0.77%
856,907
+850,566
39
$34.3M 0.76%
139,168
40
$33.8M 0.75%
+250,000
41
$31.5M 0.7%
984,166
+96,866
42
$28.2M 0.62%
1,007,140
+3,520
43
$27.2M 0.6%
209,029
-8,000
44
$26.4M 0.58%
820,000
+375,000
45
$24.4M 0.54%
280,000
46
$23.9M 0.53%
735,396
-3,382
47
$23.8M 0.53%
560,806
-280,000
48
$22.4M 0.49%
151,200
-16,000
49
$21.5M 0.47%
150,447
+80,447
50
$20.6M 0.46%
50,745
-282
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