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
$4.43B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$131M
3
+$104M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$94.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$70.9M

Top Sells

1
+$212M
2
+$92.4M
3
+$87.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$78.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$77.3M

Sector Composition

1 Technology 19.98%
2 Healthcare 4.87%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-17,216
552
– –
-14,950
553
– –
-375
554
$0 ﹤0.01%
18
+3
555
– –
-1,023
556
– –
-220
557
– –
-3,368
558
– –
-2,587
559
– –
-4,800
560
– –
-185
561
– –
-2,597
562
– –
-3,974
563
– –
-140
564
$0 ﹤0.01%
22
+1
565
– –
-1,230
566
– –
-34
567
$0 ﹤0.01%
+18
568
– –
-3,297
569
– –
-1,253
570
– –
-7,381
571
– –
-35,188
572
– –
-1,992
573
– –
-2,190
574
– –
-1,050
575
– –
-400
21 22
23
24 25