MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$94.6M 1.12%
701,569
+512,294
27
$73M 0.87%
251,992
-352
28
$72M 0.85%
1,640,000
29
$70.3M 0.83%
1,765,490
30
$65.2M 0.77%
298,004
-388,996
31
$62.2M 0.74%
750,000
-300,000
32
$59.1M 0.7%
214,440
-1,898
33
$56.5M 0.67%
1,331,916
-1,784,766
34
$53.7M 0.64%
168,980
+88,293
35
$53.4M 0.63%
310,000
+309,950
36
$47.6M 0.57%
1,150,103
-21
37
$47.6M 0.57%
260,000
-130
38
$43.6M 0.52%
798,000
39
$42M 0.5%
205,053
+41,392
40
$41.6M 0.49%
496,526
41
$37.1M 0.44%
1,630,721
42
$34.6M 0.41%
43,500
43
$34.6M 0.41%
730,308
+308
44
$34M 0.4%
95,655
+30,487
45
$33.5M 0.4%
432,855
-202,551
46
$33M 0.39%
+360,000
47
$30.9M 0.37%
55,012
+16,500
48
$30.3M 0.36%
+94,000
49
$29M 0.34%
863,815
+43,109
50
$28.9M 0.34%
40,767
-166
1
2
3 4 5