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
651
– –
-36
652
– –
-150,000
653
– –
-720,000
654
– –
-107,730
655
– –
-82
656
– –
-12,775
657
– –
-3,000
658
– –
-37
659
– –
-365,000
660
– –
-465
661
– –
-125
662
– –
-124
663
– –
-1,980,000
664
– –
-3,658
665
– –
-6,950
666
– –
-4
667
– –
-26
668
– –
-117
669
– –
-1
670
– –
-3,783
671
– –
-214
672
– –
-371
673
– –
-77,000
674
– –
-3,329
675
– –
-76
25 26
27
28 29