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
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$8K ﹤0.01%
1,000
677
$8K ﹤0.01%
51
-2,913
678
$7K ﹤0.01%
+2,073
679
$6K ﹤0.01%
130
680
$6K ﹤0.01%
198
681
$6K ﹤0.01%
285
682
$5K ﹤0.01%
125
683
$5K ﹤0.01%
150
684
$5K ﹤0.01%
210
685
$5K ﹤0.01%
130
686
$4K ﹤0.01%
+208
687
$4K ﹤0.01%
13
688
$3K ﹤0.01%
+41
689
$3K ﹤0.01%
+23
690
$2K ﹤0.01%
30
-5,017
691
$2K ﹤0.01%
55
692
$1K ﹤0.01%
125
693
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694
– –
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695
– –
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696
– –
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697
– –
-2,276
698
– –
-4,929
699
– –
-596,524
700
$0 ﹤0.01%
8
26 27
28
29 30