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
$4.22B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$64.7M
3
+$41.9M
4
AAPL icon
Apple
AAPL
+$26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$19.7M

Top Sells

1
+$332M
2
+$110M
3
+$46.3M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$37.2M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$27.3M

Sector Composition

1 Technology 14.22%
2 Healthcare 11.43%
3 Financials 10.6%
4 Communication Services 4.16%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$23.5M 0.56%
556,573
+207,257
52
$22.7M 0.54%
315,699
+125,698
53
$22.6M 0.54%
519,580
-7,620,002
54
$21M 0.5%
435,090
-18
55
$19.6M 0.46%
659,000
+60,940
56
$19.4M 0.46%
464,958
-219,151
57
$19.4M 0.46%
43,313
+2
58
$19M 0.45%
891,092
-46,755
59
$18.9M 0.45%
296,819
-428,646
60
$18.1M 0.43%
324,593
-3,200
61
$17.7M 0.42%
374,929
-10,174
62
$17.2M 0.41%
290,748
-11,620
63
$15.9M 0.38%
438,585
-46,648
64
$15.2M 0.36%
1,154,498
-5,495
65
$15.1M 0.36%
157,886
-116,473
66
$14.5M 0.34%
472,043
-2,139
67
$14.1M 0.33%
292,023
+26,908
68
$13.9M 0.33%
123,847
+12,837
69
$13.7M 0.33%
154,348
+86,348
70
$13.3M 0.32%
134,796
+9
71
$13.3M 0.32%
65,470
-45,013
72
$12.9M 0.31%
465,018
+279,018
73
$12.9M 0.31%
230,695
-1,697
74
$12.8M 0.3%
833,679
+215,246
75
$12.7M 0.3%
2,853,106
-1,894
1 2
3
4 5