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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$71.5M
2
+$65.8M
3
+$64.1M
4
TSLA icon
Tesla
TSLA
+$52.1M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.4M

Top Sells

1
+$332M
2
+$196M
3
+$166M
4
C icon
Citigroup
C
+$92.2M
5
BAC icon
Bank of America
BAC
+$82.5M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$26K ﹤0.01%
913
502
$26K ﹤0.01%
371
-473
503
$24K ﹤0.01%
927
-427
504
$23K ﹤0.01%
375
-161
505
$23K ﹤0.01%
267
-128
506
$23K ﹤0.01%
140
507
$23K ﹤0.01%
342
-465
508
$23K ﹤0.01%
1,216
509
$22K ﹤0.01%
+544
510
$22K ﹤0.01%
316
-428
511
$22K ﹤0.01%
575
512
$22K ﹤0.01%
690
513
$22K ﹤0.01%
195
-88
514
$21K ﹤0.01%
211
-98
515
$20K ﹤0.01%
256
-117
516
$20K ﹤0.01%
195
517
$20K ﹤0.01%
+199
518
$19K ﹤0.01%
270
519
$19K ﹤0.01%
+210
520
$19K ﹤0.01%
280
-110
521
$19K ﹤0.01%
685
522
$19K ﹤0.01%
135
-243
523
$19K ﹤0.01%
36
524
$18K ﹤0.01%
482
+2
525
$18K ﹤0.01%
240
19 20
21
22 23