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
$4.52B
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
526
– –
-1,009
527
– –
-759
528
$0 ﹤0.01%
44
+28
529
– –
-93
530
– –
-5,795
531
– –
-376
532
– –
-2,799
533
– –
-2,116
534
– –
-330
535
– –
-977
536
– –
-3,075
537
– –
-480
538
– –
-3,050,000
539
– –
-343
540
– –
-2,418
541
– –
-6,324
542
– –
-4
543
– –
-1,200,000
544
– –
-3,302
545
– –
-454,135
546
– –
-171
547
– –
-118,367
548
– –
-457,105
549
– –
-927
550
– –
-261
19 20 21
22
23