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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$105M
3
+$66.7M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.3M
5
HD icon
Home Depot
HD
+$44.3M

Top Sells

1
+$426M
2
+$137M
3
+$101M
4
META icon
Meta Platforms (Facebook)
META
+$79.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$49.3M

Sector Composition

1 Technology 29.79%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-817
552
– –
-1,013,500
553
– –
-3
554
– –
-280,000
555
– –
-154
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