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
526
– –
-2,025
527
– –
-107
528
– –
-3,227
529
– –
-18
530
– –
-1,052
531
– –
-573
532
– –
-2,049
533
– –
-700
534
$0 ﹤0.01%
18
-180
535
$0 ﹤0.01%
27
-267
536
$0 ﹤0.01%
52
-513
537
$0 ﹤0.01%
19
-639
538
– –
-3,400
539
– –
-165
540
– –
-205
541
– –
-4,850
18 19 20 21
22