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
$5.73B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$106M
3
+$91.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$70.9M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$65M

Top Sells

1
+$624M
2
+$445M
3
+$222M
4
AAPL icon
Apple
AAPL
+$163M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$153M

Sector Composition

1 Technology 28.97%
2 Industrials 9.25%
3 Financials 8%
4 Communication Services 7.8%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-68
627
– –
0
628
– –
-560
629
– –
-1,174
630
– –
-261
631
– –
-1,850,000
632
– –
-44
633
– –
-1,387
634
– –
-436
635
– –
-36
636
– –
-150,000
637
– –
-720,000
638
– –
-107,730
639
– –
-82
640
– –
-12,775
641
– –
-3,000
642
– –
-37
643
– –
-365,000
644
– –
-465
645
– –
-125
646
– –
-124
647
– –
-1,980,000
648
– –
-191
649
– –
-443
650
– –
-73
24 25
26
27 28