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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-255,000
477
– –
-2,460
478
– –
-1,100
479
– –
-4
480
– –
-480,560
481
– –
-11
482
– –
-450,000
483
– –
-925
484
– –
-36
485
– –
-4,367
486
– –
-2
487
– –
-125
488
– –
-4,345
489
– –
-324
490
– –
-586
491
– –
-401
492
– –
-39,672
493
– –
-6,387
494
– –
-1,500
495
– –
-501
496
– –
-3,992
497
– –
-90,000
498
– –
-2,500
499
– –
-3,072,582
500
– –
-2,000
17 18 19
20
21