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
$7.2B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$93.7M
3
+$65.3M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$57.5M
5
JETS icon
US Global Jets ETF
JETS
+$54.4M

Top Sells

1
+$68.7M
2
+$58M
3
+$49.5M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$39.5M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$38.8M

Sector Composition

1 Technology 22.8%
2 Consumer Discretionary 9.87%
3 Financials 8.68%
4 Communication Services 7.7%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$38.2M 0.53%
886,705
+16,675
52
$37.7M 0.52%
545,125
-221,250
53
$36.8M 0.51%
902,496
-25,530
54
$36.3M 0.5%
+980,000
55
$36M 0.5%
47,300
-9,900
56
$31.8M 0.44%
1,746,709
+268,629
57
$31.5M 0.44%
298,600
-283,700
58
$31.1M 0.43%
266,300
59
$28.3M 0.39%
282,000
+149,275
60
$28M 0.39%
300,000
+220,000
61
$27.3M 0.38%
35,049
+10,766
62
$26.7M 0.37%
480,000
+349,073
63
$26M 0.36%
259,929
+11,752
64
$25.2M 0.35%
100,000
-43
65
$25.1M 0.35%
115,000
66
$24.2M 0.34%
345,000
+344,231
67
$23.9M 0.33%
+400,000
68
$22.9M 0.32%
276,319
+9,292
69
$22.7M 0.32%
+650,344
70
$22.6M 0.31%
+660,000
71
$22.5M 0.31%
406,823
-1,242,177
72
$22.4M 0.31%
95,329
+329
73
$22.4M 0.31%
165,492
-265
74
$21.3M 0.3%
1,384,505
+368,475
75
$21M 0.29%
351,409
+271,017
1 2
3
4 5