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

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$71.4M

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
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46
-20
503
$2K ﹤0.01%
180
-76
504
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8
505
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24
-10
506
$2K ﹤0.01%
406
507
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508
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509
$1K ﹤0.01%
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-8
510
$1K ﹤0.01%
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511
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512
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513
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514
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515
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166
516
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517
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22
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518
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519
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520
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521
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-347
522
– –
-341,674
523
– –
-305
524
– –
-150
525
– –
-170
19 20
21
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