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
$4.49B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$189M
3
+$175M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$172M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$110M

Top Sells

1
+$99.5M
2
+$95M
3
+$90.6M
4
DE icon
Deere & Co
DE
+$86.4M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$83.4M

Sector Composition

1 Technology 20.59%
2 Financials 5.52%
3 Healthcare 4.07%
4 Industrials 2.96%
5 Materials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
+37
602
$1K ﹤0.01%
+23
603
$1K ﹤0.01%
+13
604
$1K ﹤0.01%
23
605
$1K ﹤0.01%
30
606
$1K ﹤0.01%
+331
607
$1K ﹤0.01%
+19
608
$1K ﹤0.01%
+44
609
$1K ﹤0.01%
+76
610
– –
-187,500
611
– –
-500
612
– –
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613
– –
-1,490,773
614
– –
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615
– –
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616
– –
-707,760
617
– –
-1,850,000
618
$0 ﹤0.01%
46
619
– –
-255,000
620
– –
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621
– –
0
622
$0 ﹤0.01%
34
623
– –
-73,957
624
– –
-903
625
– –
-1,589
23 24
25
26 27