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
$4.18B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$127M
3
+$110M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$58.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$48.4M

Top Sells

1
+$819M
2
+$84.3M
3
+$47.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$40.9M
5
AMZN icon
Amazon
AMZN
+$39.6M

Sector Composition

1 Technology 15.71%
2 Healthcare 6.55%
3 Financials 5.26%
4 Communication Services 5.15%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17M 0.41%
93,507
-39,830
52
$16.9M 0.4%
610,851
-828,782
53
$16M 0.38%
968,080
+260,000
54
$16M 0.38%
2,015,423
55
$15.4M 0.37%
59,458
+19,260
56
$15.3M 0.37%
42,918
-57,036
57
$15.2M 0.36%
374,466
-62,916
58
$14.6M 0.35%
59,759
+1,103
59
$14.6M 0.35%
160,800
-72,240
60
$13.5M 0.32%
7,744
-6,358
61
$13.4M 0.32%
202,817
62
$13.3M 0.32%
668,205
-210,000
63
$13.1M 0.31%
+353,302
64
$12.7M 0.3%
106,500
+11,500
65
$12.7M 0.3%
368,093
66
$12.6M 0.3%
259,917
-312,601
67
$12.2M 0.29%
32,056
+28,420
68
$11.6M 0.28%
101,936
-3,414
69
$11.5M 0.28%
106,499
-5,821
70
$11.2M 0.27%
200,340
71
$10.9M 0.26%
143,442
-3,280
72
$10.6M 0.25%
303,723
73
$10.4M 0.25%
152,422
74
$9.76M 0.23%
262,794
-6,008
75
$9.63M 0.23%
181,000
-93,971
1 2
3
4 5