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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$68.8M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$54.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$47.7M

Top Sells

1
+$332M
2
+$200M
3
+$166M
4
C icon
Citigroup
C
+$88.2M
5
BAC icon
Bank of America
BAC
+$83M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-2,210
627
– –
-623
628
– –
-20,407
629
– –
-401
630
– –
-39,405
631
– –
-160,000
632
– –
-5,190
633
– –
-15,896
634
– –
-1,760
635
– –
-5,558
636
– –
-975
637
– –
-147
638
– –
-305
639
– –
-1,078,000
640
– –
-2,015
641
– –
-4,514
642
– –
-13,305
643
– –
-928
644
– –
-6,392,713
645
– –
-1,229
646
– –
-12,640
647
– –
-673,529
648
– –
-110,807
649
– –
-550,000
650
– –
-2,300,000
24 25
26
27 28