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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$102M
3
+$70.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.7M
5
HD icon
Home Depot
HD
+$44.8M

Top Sells

1
+$427M
2
+$140M
3
+$109M
4
META icon
Meta Platforms (Facebook)
META
+$82.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$52.1M

Sector Composition

1 Technology 29.79%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$56.3M 0.94%
860,000
27
$52M 0.87%
463,298
+300,298
28
$51.1M 0.85%
252,502
-3,167
29
$50M 0.84%
1,785,731
+1,102,819
30
$48.7M 0.81%
+836,017
31
$46.9M 0.78%
106,269
-30,771
32
$46.3M 0.77%
176,271
-49,478
33
$45.9M 0.77%
101,571
-65,105
34
$44.9M 0.75%
130,478
+130,000
35
$43.5M 0.73%
+1,120,000
36
$43M 0.72%
442,880
-450
37
$42.9M 0.72%
70
38
$40.5M 0.68%
630,000
-145,000
39
$39.5M 0.66%
551,526
-207,000
40
$39.5M 0.66%
216,388
-769,369
41
$39.4M 0.66%
990,000
-10,962
42
$39.3M 0.66%
395,322
-295,473
43
$37.7M 0.63%
400,315
+316,387
44
$34M 0.57%
214,034
-71,000
45
$33.7M 0.56%
500,000
+499,950
46
$33.3M 0.56%
36,777
+34,893
47
$32.9M 0.55%
43,500
48
$30M 0.5%
2,000,888
+1,528,078
49
$29.8M 0.5%
262,000
+95,000
50
$28.3M 0.47%
1,000,100
1
2
3 4 5