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
676
– –
-24,380
677
– –
-233
678
– –
-1,225
679
– –
-179,440
680
– –
-524
681
– –
-14
682
– –
-162,910
683
– –
-357,276
684
– –
-197
685
– –
-440
686
– –
-658
687
– –
-668
688
– –
-18
689
– –
-2,242,000
690
$0 ﹤0.01%
46
691
– –
-3,121
692
– –
-285,000
693
– –
-46
694
– –
-130
695
– –
-286
696
– –
-60
697
– –
-71
698
– –
-273,000
699
– –
-450,000
700
– –
-198,000
26 27
28
29 30