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
$4.97B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$169M
3
+$97.2M
4
TAN icon
Invesco Solar ETF
TAN
+$58.8M
5
PLD icon
Prologis
PLD
+$41.1M

Top Sells

1
+$152M
2
+$143M
3
+$107M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$89.3M
5
AVGO icon
Broadcom
AVGO
+$87.2M

Sector Composition

1 Technology 23.01%
2 Communication Services 7.61%
3 Healthcare 7.09%
4 Consumer Discretionary 6.42%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-1
502
– –
-1
503
– –
-5
504
– –
-110,000
505
– –
-9
506
– –
-118
507
– –
-195
508
– –
-85
509
– –
-19
510
– –
-57,584
511
– –
-422,000
512
– –
-17
513
– –
-1,550
514
– –
-700
515
– –
-8
516
– –
-3
517
– –
-2
518
– –
-42
519
– –
-1
520
– –
-2
521
– –
-1,623
522
– –
-1
523
– –
-12,715
524
$0 ﹤0.01%
11
525
– –
-5
18 19 20
21
22