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
$6.18B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 8.19%
3 Financials 6.23%
4 Consumer Discretionary 4.28%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-29
502
$0 ﹤0.01%
17
-163
503
– –
-780
504
– –
-5,060
505
$0 ﹤0.01%
8
-84
506
– –
-1,320
507
– –
-477
508
– –
-746
509
$0 ﹤0.01%
10
-450
510
– –
-2,967
511
– –
-68
512
– –
-435
513
$0 ﹤0.01%
6
-332
514
– –
-840
515
– –
-20
516
– –
-775
517
– –
-250
518
$0 ﹤0.01%
4
-169
519
$0 ﹤0.01%
3
-158
520
– –
-452
521
$0 ﹤0.01%
10
-596
522
– –
-2,700
523
– –
-136,683
524
– –
-300
525
$0 ﹤0.01%
56
-557
18 19 20
21
22