MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$93.2M
3
+$64.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$42.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41M

Top Sells

1
+$137M
2
+$111M
3
+$59.1M
4
TJX icon
TJX Companies
TJX
+$28.3M
5
CVS icon
CVS Health
CVS
+$23.9M

Sector Composition

1 Healthcare 12.66%
2 Financials 8.78%
3 Technology 7.92%
4 Communication Services 5.71%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.32%
93,900
-6,700
52
$9.7M 0.3%
1,657,246
53
$9.34M 0.29%
314,236
54
$9.18M 0.28%
200,000
+100,000
55
$8.85M 0.27%
82,059
-161
56
$8.7M 0.27%
367,000
+366,200
57
$8.51M 0.26%
+500,000
58
$7.8M 0.24%
248,746
59
$7.71M 0.24%
+268,550
60
$7.55M 0.23%
144,270
-340
61
$7.51M 0.23%
359,340
-670
62
$7.42M 0.23%
243,741
-470
63
$6.69M 0.21%
65,108
-30,801
64
$6.68M 0.2%
163,313
-300
65
$6.38M 0.2%
58,220
-126,800
66
$6.09M 0.19%
250,000
67
$5.91M 0.18%
322,137
-21,141
68
$5.59M 0.17%
72,500
+17,500
69
$5.41M 0.17%
+109,000
70
$4.89M 0.15%
194,240
+106,600
71
$4.69M 0.14%
172,465
72
$4.48M 0.14%
433,696
-1,226
73
$4.43M 0.14%
+222,000
74
$4.21M 0.13%
290,000
+129,100
75
$3.87M 0.12%
+369,550
1 2
3
4 5