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
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

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
701
– –
-35
702
– –
-336
703
$0 ﹤0.01%
46
704
– –
-2,703
705
– –
-1,030
706
– –
-384
707
– –
-1,309,281
708
– –
-2,177
709
– –
-819
710
– –
-25
711
– –
-290
712
– –
-903
713
– –
-1,311
714
– –
-900,000
715
– –
-1,675
716
– –
-1,661
717
– –
-2,900
718
– –
-319
719
– –
-46
720
– –
-998
721
– –
-2,590,845
722
– –
-2,523
723
– –
-68
724
– –
-2,048
725
– –
-323
27 28
29
30 31