MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 53.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$89.1M
3
+$58.1M
4
BA icon
Boeing
BA
+$54M
5
ITB icon
iShares US Home Construction ETF
ITB
+$50.5M

Top Sells

1
+$173M
2
+$114M
3
+$85.1M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$77M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$69.6M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-54,085
577
– –
-889
578
– –
-2,333
579
$0 ﹤0.01%
31
-14
580
– –
-155,086
581
– –
-32,000
582
– –
-650
583
– –
-872,477
584
– –
-287
585
$0 ﹤0.01%
12
-5
586
– –
-139
587
– –
-198
588
– –
-7,620
589
– –
-220
590
– –
-38
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