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
$5.73B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$93.2M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$71.8M
5
AVGO icon
Broadcom
AVGO
+$67.6M

Top Sells

1
+$634M
2
+$445M
3
+$234M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$169M
5
AAPL icon
Apple
AAPL
+$169M

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
701
– –
-826
702
$0 ﹤0.01%
34
703
– –
-4,950,253
704
– –
-59
705
– –
-36
706
– –
-1,200,000
707
– –
-38
708
– –
-730
709
– –
-130
710
– –
-11
711
– –
0
712
– –
-2,501,657
713
– –
-255
714
– –
-124
715
– –
-228
716
– –
-1,254,878
717
– –
-341
718
– –
-110
719
– –
-515
720
– –
-2,478
721
– –
-3,019
722
– –
-831
723
– –
-70,863
724
– –
-39
725
– –
-1,093
26 27 28
29
30