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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$89.1M
3
+$58.1M
4
BA icon
Boeing
BA
+$54M
5
ITB icon
iShares US Home Construction ETF
ITB
+$50.5M

Top Sells

1
+$173M
2
+$114M
3
+$85.1M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$69.6M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
6
-2
502
$2K ﹤0.01%
46
-20
503
$2K ﹤0.01%
180
-76
504
$2K ﹤0.01%
+53
505
$2K ﹤0.01%
8
506
$2K ﹤0.01%
24
-10
507
$2K ﹤0.01%
406
508
$2K ﹤0.01%
47
509
$1K ﹤0.01%
20
-8
510
$1K ﹤0.01%
15
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511
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8
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512
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9
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513
$1K ﹤0.01%
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514
$1K ﹤0.01%
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-8
515
$1K ﹤0.01%
166
516
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331
517
$1K ﹤0.01%
22
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518
– –
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519
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-2,333
520
$0 ﹤0.01%
31
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521
– –
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522
– –
-3,869
523
– –
-1,864
524
$0 ﹤0.01%
13
-5
525
– –
-800
19 20
21
22 23