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

Top Buys

1
+$71.5M
2
+$65.8M
3
+$64.1M
4
TSLA icon
Tesla
TSLA
+$52.1M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.4M

Top Sells

1
+$332M
2
+$196M
3
+$166M
4
C icon
Citigroup
C
+$92.2M
5
BAC icon
Bank of America
BAC
+$82.5M

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
651
– –
-550,000
652
– –
-2,300,000
653
– –
-441
654
– –
-48,508
655
– –
-4,312
656
– –
-36,322
657
– –
-14,154
658
– –
-120,000
659
– –
-15,800
660
– –
-7,622
661
– –
-606,796
662
– –
-35,786
663
– –
-80,016
664
– –
-1,871
665
– –
-240
666
– –
-10,571
667
– –
-200,000
668
– –
-370,000
669
– –
-20,093
670
– –
-568
671
– –
-1,376
672
– –
-17,893
673
– –
-295,000
674
– –
-218
675
– –
-305,101
25 26
27
28 29