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
$8.47B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$177M
3
+$84.7M
4
AMZN icon
Amazon
AMZN
+$76.4M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$55M

Top Sells

1
+$87.5M
2
+$69.4M
3
+$40.7M
4
EQIX icon
Equinix
EQIX
+$36M
5
JETS icon
US Global Jets ETF
JETS
+$35.8M

Sector Composition

1 Technology 21.75%
2 Financials 9.43%
3 Consumer Discretionary 9.03%
4 Communication Services 6.41%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
– –
-130
652
– –
-5,359
653
– –
-564
654
– –
-8,201
655
– –
-5,977
656
– –
-17,889
657
– –
-930
658
– –
-6,656
659
– –
-650,344
660
– –
-4,199
661
– –
-370
662
– –
-592
663
– –
-7,090
664
– –
-17,199
665
– –
-14,523
666
– –
-93,264
667
– –
-41,724
668
– –
-2,242
669
– –
-161,251
670
– –
-1,810
671
– –
-100,000
672
– –
-42,285
673
– –
-1,673
674
– –
-2,746
675
– –
-1,437
25 26
27
28 29