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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$131M
3
+$118M
4
MA icon
Mastercard
MA
+$73M
5
V icon
Visa
V
+$70.8M

Top Sells

1
+$147M
2
+$113M
3
+$92.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$90.1M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$80.6M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$29K ﹤0.01%
106
+26
527
$28K ﹤0.01%
3,576
-938
528
$28K ﹤0.01%
270
-33
529
$27K ﹤0.01%
131
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530
$27K ﹤0.01%
475
-61
531
$27K ﹤0.01%
677
-33
532
$27K ﹤0.01%
188
-23
533
$27K ﹤0.01%
286
+27
534
$26K ﹤0.01%
191
-13
535
$26K ﹤0.01%
299
-714,701
536
$25K ﹤0.01%
+119
537
$24K ﹤0.01%
140
538
$24K ﹤0.01%
443
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539
$24K ﹤0.01%
731
-314
540
$24K ﹤0.01%
2,180
541
$24K ﹤0.01%
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542
$24K ﹤0.01%
600
-250
543
$23K ﹤0.01%
515
+42
544
$23K ﹤0.01%
464
545
$23K ﹤0.01%
137
546
$23K ﹤0.01%
14,910
547
$23K ﹤0.01%
199
548
$22K ﹤0.01%
350
-719
549
$22K ﹤0.01%
829
-98
550
$22K ﹤0.01%
556
20 21
22
23 24