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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$95.3M
2
+$68.8M
3
+$44.7M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.3M

Top Sells

1
+$130M
2
+$39.4M
3
+$31.2M
4
MA icon
Mastercard
MA
+$27.9M
5
IYT icon
iShares US Transportation ETF
IYT
+$22.4M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-173,865
477
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-400
478
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-545
479
– –
-18,784
480
– –
-3,112
481
– –
-310,798
482
– –
-13,250
483
– –
-580
16 17 18 19
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