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
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.8M 0.4%
430,476
+301,432
52
$17.7M 0.4%
287,169
+391
53
$17.6M 0.4%
501,768
+35,938
54
$16.7M 0.38%
233,040
-124,570
55
$15.5M 0.35%
878,205
+789,975
56
$15.4M 0.35%
170,567
+37,000
57
$15.3M 0.35%
111,772
+4,682
58
$13.7M 0.31%
437,382
+381,288
59
$13.6M 0.31%
728,760
+43,294
60
$13.3M 0.3%
117,994
+20,785
61
$13M 0.29%
274,971
+159,325
62
$12.9M 0.29%
58,656
-2,007
63
$12.5M 0.28%
168,278
+74,306
64
$12.2M 0.28%
2,015,423
65
$11.9M 0.27%
368,093
66
$11.7M 0.26%
216,092
+62,643
67
$11.6M 0.26%
202,817
68
$11.4M 0.26%
1,031,903
-122,468
69
$11.3M 0.26%
112,320
-41,951
70
$11.1M 0.25%
146,722
-50,896
71
$10.8M 0.24%
233,596
-40,076
72
$10.4M 0.24%
708,080
-53,466
73
$10.2M 0.23%
200,340
-377,659
74
$9.32M 0.21%
286,497
-290,582
75
$9.24M 0.21%
40,198
-3,032
1 2
3
4 5