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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$131M
3
+$118M
4
MA icon
Mastercard
MA
+$73M
5
V icon
Visa
V
+$70.8M

Top Sells

1
+$147M
2
+$113M
3
+$92.1M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$90.1M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$80.6M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$8K ﹤0.01%
+228
627
$8K ﹤0.01%
39
-24
628
$7K ﹤0.01%
63
+1
629
$7K ﹤0.01%
150
630
$7K ﹤0.01%
+73
631
$7K ﹤0.01%
68
+9
632
$7K ﹤0.01%
197
-118
633
$7K ﹤0.01%
71
+10
634
$7K ﹤0.01%
36
-6
635
$7K ﹤0.01%
110
-66
636
$6K ﹤0.01%
1,502
-904
637
$6K ﹤0.01%
1,174
-708
638
$6K ﹤0.01%
+89
639
$6K ﹤0.01%
117
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640
$6K ﹤0.01%
132
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641
$6K ﹤0.01%
1,200
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642
$6K ﹤0.01%
826
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643
$6K ﹤0.01%
204
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644
$5K ﹤0.01%
263
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645
$5K ﹤0.01%
32
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646
$5K ﹤0.01%
24
647
$5K ﹤0.01%
658
-510
648
$5K ﹤0.01%
200
649
$5K ﹤0.01%
831
+209
650
$5K ﹤0.01%
1,093
-660
24 25
26
27 28