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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$84.3M 1.18%
870,906
-73,438
27
$82.4M 1.16%
2,705,000
+1,375,000
28
$74.9M 1.05%
90,635
+29,907
29
$70.5M 0.99%
820,000
-340,000
30
$65M 0.91%
1,765,490
-30,000
31
$61.9M 0.87%
252,344
-1,360
32
$54.3M 0.76%
913,514
-137,123
33
$48.1M 0.68%
1,150,124
+318
34
$46.5M 0.65%
428,591
-111,372
35
$46.4M 0.65%
487,374
-35,155
36
$42.7M 0.6%
798,000
+373,000
37
$42.1M 0.59%
1,471,330
-260,626
38
$40M 0.56%
910,000
+710,000
39
$39.1M 0.55%
635,406
+163,406
40
$37.8M 0.53%
260,130
+130
41
$36.2M 0.51%
216,338
+63,924
42
$35.5M 0.5%
43,500
43
$35.1M 0.49%
496,526
44
$30.5M 0.43%
730,000
45
$30.3M 0.43%
185,534
+65,000
46
$27.9M 0.39%
163,661
+1,234
47
$27.6M 0.39%
189,275
-183,850
48
$27.3M 0.38%
48,928
-6,971
49
$27.3M 0.38%
820,706
-35,837
50
$26.4M 0.37%
1,630,721
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