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

Top Buys

1
+$259M
2
+$217M
3
+$162M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$116M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$109M

Top Sells

1
+$157M
2
+$78.5M
3
+$76.5M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$68.8M
5
META icon
Meta Platforms (Facebook)
META
+$66.2M

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
476
– –
-65
477
– –
-367,166
478
– –
-12
479
– –
-339
480
– –
-205
481
– –
-860,000
482
– –
-56
483
– –
-20,000
484
– –
-3,210
485
– –
-217
486
$0 ﹤0.01%
2
-133
487
– –
-55
488
– –
-1,553
489
– –
-959
490
$0 ﹤0.01%
6
-1,479
491
– –
-841
492
– –
-1,768
493
– –
-500,000
494
$0 ﹤0.01%
4
-919
495
– –
-359
496
– –
-45
497
– –
-4,858
498
– –
-41
499
– –
-1,120,000
500
– –
-602
18 19
20
21 22