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
$3.49B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$126M
3
+$81.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$51.9M
5
CHKP icon
Check Point Software Technologies
CHKP
+$38.8M

Top Sells

1
+$170M
2
+$118M
3
+$71.8M
4
VTRS icon
Viatris
VTRS
+$56.9M
5
AAPL icon
Apple
AAPL
+$54.2M

Sector Composition

1 Healthcare 18.97%
2 Technology 12.17%
3 Financials 7.7%
4 Communication Services 3.62%
5 Utilities 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.42%
490,912
+5,729
52
$14.4M 0.41%
1,214,429
53
$13.9M 0.4%
110,483
-110,483
54
$13M 0.37%
240,850
55
$11.2M 0.32%
200,000
56
$11.1M 0.32%
2,855,000
57
$10.9M 0.31%
278,205
+1,597
58
$10.7M 0.31%
2,036,431
59
$9.84M 0.28%
184,880
-2,220,380
60
$9.62M 0.28%
82,390
+456
61
$9.04M 0.26%
410,033
+307,389
62
$9.01M 0.26%
363,432
+115,328
63
$8.95M 0.26%
149,227
-128,761
64
$8.8M 0.25%
124,616
-285,932
65
$8M 0.23%
22,065
+125
66
$7.88M 0.23%
305,530
+104,725
67
$7.74M 0.22%
341,000
+22,500
68
$7.71M 0.22%
96,353
-37,100
69
$7.47M 0.21%
67,828
+6,853
70
$6.29M 0.18%
878,350
71
$5.99M 0.17%
247,200
+66,000
72
$5.82M 0.17%
121,880
+700
73
$5.58M 0.16%
2,364,961
74
$4.92M 0.14%
525,000
75
$4.88M 0.14%
41,000
-15,400
1 2
3
4 5