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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21M 0.48%
598,060
+134,860
52
$20.3M 0.46%
241,200
+213
53
$19.7M 0.45%
579,649
-262,279
54
$19.4M 0.44%
937,847
-43,653
55
$18.5M 0.42%
222,719
-101,195
56
$18.3M 0.42%
43,311
+22
57
$18.2M 0.41%
110,483
58
$17.6M 0.4%
327,793
+1,256
59
$16.7M 0.38%
385,103
-11,254
60
$16.6M 0.38%
302,368
-93,367
61
$15.8M 0.36%
503,951
-67,302
62
$15.3M 0.35%
485,233
-174,525
63
$15.2M 0.35%
146,791
-81,709
64
$14.4M 0.33%
232,392
+62,651
65
$14.1M 0.32%
474,182
+102,028
66
$13.9M 0.32%
+134,787
67
$13.8M 0.31%
289,730
+48,880
68
$13.5M 0.31%
2,855,000
69
$13.2M 0.3%
+190,001
70
$13M 0.3%
193,386
71
$13M 0.29%
+1,159,993
72
$12.8M 0.29%
265,115
+3,574
73
$12.4M 0.28%
111,010
-8,086
74
$12.3M 0.28%
222,946
-950
75
$12M 0.27%
618,433
-1,567
1 2
3
4 5