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

Top Buys

1
+$125M
2
+$111M
3
+$93.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$71.8M
5
AVGO icon
Broadcom
AVGO
+$67.6M

Top Sells

1
+$634M
2
+$445M
3
+$234M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$169M
5
AAPL icon
Apple
AAPL
+$169M

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
– –
-2,100
627
– –
-605
628
– –
-85
629
– –
-540,000
630
– –
-137
631
– –
-68
632
– –
0
633
– –
-560
634
– –
-1,174
635
– –
-261
636
– –
-1,850,000
637
– –
-44
638
– –
-1,387
639
– –
-92
640
– –
-2,000
641
– –
-436
642
– –
-107,730
643
– –
-12,775
644
– –
-3,000
645
– –
-37
646
– –
-365,000
647
– –
-465
648
– –
-125
649
– –
-124
650
– –
-1,980,000
24 25
26
27 28