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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$71.4M

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
– –
-287
577
$0 ﹤0.01%
12
-5
578
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-139
579
– –
-198
580
– –
-7,620
581
– –
-220
582
– –
-38
583
– –
-80
584
– –
-1,701,605
585
– –
-1,207
586
– –
-2,445
587
– –
-1,200,000
588
$0 ﹤0.01%
49
-21
589
– –
-2,033,729
590
– –
-1,150,000
20 21 22 23
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