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
651
$4K ﹤0.01%
85
-50
652
$4K ﹤0.01%
137
+54
653
$4K ﹤0.01%
68
+17
654
$4K ﹤0.01%
36
+7
655
$4K ﹤0.01%
255
+100
656
$4K ﹤0.01%
14
657
$4K ﹤0.01%
255
-154
658
$4K ﹤0.01%
341
-204
659
$4K ﹤0.01%
547
-329
660
$3K ﹤0.01%
31
-241
661
$3K ﹤0.01%
124
-126
662
$3K ﹤0.01%
76
-46
663
$3K ﹤0.01%
160
-6
664
$2K ﹤0.01%
37
+15
665
$2K ﹤0.01%
2
-1
666
$2K ﹤0.01%
4
-2
667
$2K ﹤0.01%
2,432
-1,568
668
$2K ﹤0.01%
69
-137
669
$2K ﹤0.01%
146
-5
670
$2K ﹤0.01%
51
+21
671
$2K ﹤0.01%
3,019
-1,820
672
$1K ﹤0.01%
11
+5
673
– –
0
674
$1K ﹤0.01%
124
-76
675
– –
0
25 26
27
28 29