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
$4.97B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$169M
3
+$97.2M
4
TAN icon
Invesco Solar ETF
TAN
+$58.8M
5
PLD icon
Prologis
PLD
+$41.1M

Top Sells

1
+$152M
2
+$143M
3
+$107M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$89.3M
5
AVGO icon
Broadcom
AVGO
+$87.2M

Sector Composition

1 Technology 23.01%
2 Communication Services 7.61%
3 Healthcare 7.09%
4 Consumer Discretionary 6.42%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$49.7M 1%
530,501
+58,690
27
$43.5M 0.88%
255,556
-61,114
28
$41.3M 0.83%
443,270
-17,521
29
$41.3M 0.83%
158,610
+1,056
30
$41.1M 0.83%
+308,000
31
$40.8M 0.82%
95,698
+659
32
$40M 0.81%
67,112
-66
33
$38.6M 0.78%
318,000
34
$38M 0.77%
70
35
$35.9M 0.72%
+780,000
36
$33.9M 0.68%
1,007,804
-489,546
37
$33.2M 0.67%
423,533
+390,354
38
$32.9M 0.66%
663,910
-2,153,330
39
$32.9M 0.66%
267,034
+15,000
40
$31.2M 0.63%
1,630,721
41
$29.4M 0.59%
156,609
+57,500
42
$29.2M 0.59%
890,323
-41,471
43
$28.8M 0.58%
1,000,100
44
$28.6M 0.58%
131,315
+130,000
45
$28.4M 0.57%
81,978
+81,500
46
$28.2M 0.57%
580,000
-40
47
$27.6M 0.56%
775,000
+310,000
48
$23.8M 0.48%
215,000
-215,000
49
$23.5M 0.47%
862,955
+510,000
50
$23.2M 0.47%
48,779
-2,792
1
2
3 4 5