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
$6.18B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 8.19%
3 Financials 6.23%
4 Consumer Discretionary 4.28%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63M 1.02%
1,410,867
-1,069,923
27
$59.7M 0.96%
987,500
+151,483
28
$59.3M 0.96%
215,786
+39,515
29
$53.2M 0.86%
252,535
+33
30
$51.8M 0.84%
1,235,490
-1,572,000
31
$51.4M 0.83%
3,585,744
+1,584,856
32
$50.4M 0.81%
101,727
+156
33
$48.8M 0.79%
1,679,562
-106,169
34
$48.4M 0.78%
70
35
$47.5M 0.77%
486,245
+85,930
36
$46.2M 0.75%
443,287
+407
37
$44.1M 0.71%
263,534
+49,500
38
$38.6M 0.62%
43,500
39
$38.2M 0.62%
496,526
-55,000
40
$38M 0.61%
395,159
-163
41
$37M 0.6%
86,000
-45,000
42
$36.4M 0.59%
725,000
+95,000
43
$32.3M 0.52%
281,000
+95,000
44
$32.2M 0.52%
36,338
-439
45
$31M 0.5%
54,077
+3,188
46
$30.2M 0.49%
895,404
+224,028
47
$29.6M 0.48%
587,149
-875,000
48
$29M 0.47%
730,000
-260,000
49
$28M 0.45%
365,000
+103,000
50
$27.6M 0.45%
1,630,721
1
2
3 4 5