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
$4.52B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$118M
3
+$92.5M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$89.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$74.7M

Top Sells

1
+$198M
2
+$136M
3
+$119M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$105M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$90.6M

Sector Composition

1 Technology 23.16%
2 Healthcare 6.38%
3 Industrials 4.99%
4 Communication Services 4.51%
5 Utilities 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
612
+206
502
$2K ﹤0.01%
498
+167
503
$2K ﹤0.01%
47
504
$1K ﹤0.01%
90
+59
505
$1K ﹤0.01%
36
+23
506
$1K ﹤0.01%
56
+36
507
$1K ﹤0.01%
36
+23
508
$1K ﹤0.01%
250
+84
509
$1K ﹤0.01%
34
+22
510
$1K ﹤0.01%
140
+91
511
– –
-673
512
– –
-121
513
– –
-1,821
514
– –
-244
515
– –
-219
516
– –
-464
517
– –
-48
518
– –
-3,298
519
– –
-1,009
520
– –
-759
521
$0 ﹤0.01%
44
+28
522
– –
-93
523
– –
-5,795
524
– –
-376
525
– –
-2,799
19 20
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