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

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

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
– –
-12
477
– –
-339
478
– –
-205
479
– –
-860,000
480
– –
-56
481
– –
-20,000
482
– –
-3,210
483
– –
-217
484
$0 ﹤0.01%
2
-133
485
– –
-55
486
– –
-1,553
487
– –
-959
488
– –
-17
489
$0 ﹤0.01%
6
-1,479
490
– –
-1,768
491
– –
-500,000
492
$0 ﹤0.01%
4
-919
493
– –
-359
494
– –
-45
495
– –
-4,858
496
– –
-41
497
– –
-584
498
– –
-1,800
499
– –
-61
500
– –
-915
18 19
20
21 22