MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.47B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$177M
3
+$84.7M
4
AMZN icon
Amazon
AMZN
+$76.4M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$55M

Top Sells

1
+$87.5M
2
+$69.4M
3
+$40.7M
4
EQIX icon
Equinix
EQIX
+$36M
5
JETS icon
US Global Jets ETF
JETS
+$35.8M

Sector Composition

1 Technology 21.75%
2 Financials 9.43%
3 Consumer Discretionary 9.03%
4 Communication Services 6.41%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-47,300
702
– –
-484
703
– –
-13,193
704
– –
-55
705
– –
-1,554
706
– –
-3,811
707
– –
-6,908
708
– –
-4,413
709
– –
-799
710
– –
-1,574
711
– –
-26,106
712
– –
-12,679
713
– –
-9,192
714
– –
-270
715
– –
-17,826
716
– –
-4,977
717
– –
-954
718
– –
-6,656
719
– –
-196,152
720
– –
-682
721
– –
-695
722
– –
-2,168
723
– –
-9,888
724
– –
-220
725
– –
-2,286
27 28
29
30 31