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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.7M 0.49%
659,758
-499,268
52
$20.2M 0.48%
396,357
-856,500
53
$19.9M 0.48%
305,405
-34,693
54
$19.6M 0.47%
297,343
+263,724
55
$19.3M 0.46%
571,253
-475,807
56
$19.1M 0.46%
240,987
+769
57
$19M 0.45%
426,164
-29,621
58
$18.3M 0.44%
227,530
+980
59
$18.1M 0.43%
286,009
+57,009
60
$17.9M 0.43%
228,500
+28,389
61
$16.8M 0.4%
326,537
+324,907
62
$16.8M 0.4%
463,200
-5,500
63
$16.6M 0.4%
43,289
+149
64
$16.2M 0.39%
313,178
+80,310
65
$15.8M 0.38%
537,032
+1,150
66
$14.7M 0.35%
210,552
+950
67
$13.2M 0.32%
119,096
+54,815
68
$12.7M 0.3%
261,541
+185,971
69
$12.3M 0.29%
310,798
-292,348
70
$12.3M 0.29%
2,855,000
71
$12.2M 0.29%
223,896
+69,666
72
$12.2M 0.29%
437,903
+2,390
73
$12.2M 0.29%
193,386
+21,400
74
$11.8M 0.28%
620,000
+95,000
75
$11.5M 0.27%
+173,865
1 2
3
4 5