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
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.6M 0.45%
+1,047,060
52
$17.1M 0.43%
448,829
+343,500
53
$16.6M 0.42%
279,894
-218,886
54
$16.4M 0.42%
43,140
+21,075
55
$16M 0.41%
1,214,429
56
$15.8M 0.4%
209,602
+84,986
57
$15.3M 0.39%
+226,550
58
$14.3M 0.36%
411,265
-234,585
59
$14.1M 0.36%
172,890
+76,537
60
$13.6M 0.34%
+229,000
61
$13.4M 0.34%
468,700
+30,000
62
$12.5M 0.32%
1,657,246
63
$12.3M 0.31%
+435,513
64
$12.3M 0.31%
+232,868
65
$12.1M 0.31%
+480,560
66
$11.9M 0.3%
2,855,000
67
$11.1M 0.28%
438,317
+132,787
68
$11M 0.28%
455,785
+177,580
69
$9.91M 0.25%
+230,150
70
$9.76M 0.25%
2,036,431
71
$9.45M 0.24%
171,986
-1,415,805
72
$9.38M 0.24%
82,807
+417
73
$8.97M 0.23%
200,111
+111
74
$8.72M 0.22%
226,236
+77,009
75
$8.22M 0.21%
164,252
-361,270
1 2
3
4 5