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

Top Buys

1
+$220M
2
+$147M
3
+$115M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$105M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$77.8M

Top Sells

1
+$241M
2
+$92.9M
3
+$92.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$78.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$77.9M

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
– –
-1,403
552
– –
-7,381
553
– –
-35,188
554
– –
-1,992
555
– –
-2,190
556
– –
-1,050
557
– –
-400
558
– –
-117
559
– –
-1,000,000
560
– –
-3,138
561
– –
-900
562
– –
-2,521
563
– –
-1,526
564
– –
-200
565
– –
-23
566
– –
-3,520
567
– –
-220
568
– –
-150
569
– –
-400
570
– –
-4,233
571
– –
-778
572
– –
-11,542
573
– –
-19,893
574
– –
-3,115
575
– –
-798
21 22
23
24 25