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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$420M
2
+$162M
3
+$102M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$90.5M
5
DIS icon
Walt Disney
DIS
+$72.1M

Top Sells

1
+$169M
2
+$159M
3
+$93.1M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$37.2M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-196
527
– –
-2,064
528
– –
-5,340,940
529
– –
-112
530
– –
-2,500
531
– –
-2,030
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