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
$3.62B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$211M
3
+$181M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
5
ITB icon
iShares US Home Construction ETF
ITB
+$87.3M

Top Sells

1
+$236M
2
+$106M
3
+$92.7M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$77.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$42.3M

Sector Composition

1 Healthcare 28.7%
2 Technology 11.58%
3 Financials 5.91%
4 Communication Services 5.1%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.37%
+240,850
52
$13.3M 0.37%
+1,214,429
53
$13.2M 0.36%
241,186
+38,400
54
$12.9M 0.36%
333,150
+64,600
55
$11.3M 0.31%
276,608
+113,295
56
$11.1M 0.31%
+2,855,000
57
$10.5M 0.29%
+288,050
58
$10.5M 0.29%
302,445
-405
59
$10.4M 0.29%
133,453
-13,100
60
$10M 0.28%
+2,036,431
61
$10M 0.28%
200,000
62
$8.71M 0.24%
81,934
-125
63
$8.24M 0.23%
144,070
-200
64
$8.1M 0.22%
+106,000
65
$7.89M 0.22%
138,070
-355,330
66
$7.54M 0.21%
101,970
-229,610
67
$7.51M 0.21%
21,940
-21,895
68
$7.39M 0.2%
249,236
-65,000
69
$7.17M 0.2%
48,290
-59,440
70
$6.94M 0.19%
+121,180
71
$6.75M 0.19%
+878,350
72
$6.7M 0.19%
318,500
+158,500
73
$6.53M 0.18%
60,975
-4,133
74
$6.08M 0.17%
56,400
-37,500
75
$5.8M 0.16%
248,104
+130,219
1 2
3
4 5