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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63M 1.01%
225,749
+67,139
27
$60.5M 0.97%
+860,000
28
$57.3M 0.92%
2,549,039
+250,000
29
$55.3M 0.89%
1,400,000
-4,100,000
30
$51.2M 0.82%
255,669
+113
31
$50.2M 0.8%
758,526
-287,000
32
$48.3M 0.77%
340,000
-117,862
33
$46M 0.74%
1,013,500
-91,000
34
$45.6M 0.73%
221,139
+98,000
35
$44.7M 0.72%
90,000
+45,000
36
$44.4M 0.71%
70
37
$41.7M 0.67%
443,330
+60
38
$40.3M 0.64%
775,000
39
$39.2M 0.63%
285,034
+18,000
40
$39.1M 0.63%
318,000
41
$38.8M 0.62%
171,609
+15,000
42
$38M 0.61%
1,000,962
-6,842
43
$35.9M 0.57%
43,500
+22,000
44
$34.7M 0.56%
+180,000
45
$32.6M 0.52%
458,941
-71,560
46
$30.8M 0.49%
425,633
+2,100
47
$29M 0.46%
302,206
+70,395
48
$29M 0.46%
1,000,100
49
$28M 0.45%
511,000
+510,885
50
$27.6M 0.44%
1,630,721
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2
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