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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$35K ﹤0.01%
1,865
-917
502
$35K ﹤0.01%
1,861
-179
503
$35K ﹤0.01%
26
-1
504
$35K ﹤0.01%
2,484
+40
505
$34K ﹤0.01%
+107
506
$34K ﹤0.01%
+1,205
507
$33K ﹤0.01%
702
-85
508
$33K ﹤0.01%
1,209
+179
509
$33K ﹤0.01%
3,806
+762
510
$33K ﹤0.01%
461
+205
511
$33K ﹤0.01%
175
-325
512
$33K ﹤0.01%
760
+430
513
$32K ﹤0.01%
300
514
$32K ﹤0.01%
668
+50
515
$32K ﹤0.01%
1,648
-682
516
$32K ﹤0.01%
1,000
517
$32K ﹤0.01%
169
-9
518
$31K ﹤0.01%
731
-25
519
$31K ﹤0.01%
1,388
+196
520
$31K ﹤0.01%
953
-119
521
$31K ﹤0.01%
1,259
-159
522
$30K ﹤0.01%
2,582
-233
523
$30K ﹤0.01%
1,359
-222
524
$29K ﹤0.01%
106
+26
525
$29K ﹤0.01%
2,871
+475
19 20
21
22 23