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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$68.8M 0.66%
1,027,200
+136,500
52
$68.8M 0.66%
+273,000
53
$67.2M 0.65%
905,013
+100,305
54
$66.9M 0.65%
+720,000
55
$66M 0.64%
285,000
-160,000
56
$65M 0.63%
251,356
+3,735
57
$63.5M 0.61%
683,166
-34,446
58
$59.6M 0.58%
265,910
+253,318
59
$57.6M 0.56%
761,000
+390,000
60
$56.8M 0.55%
1,081,780
+30,765
61
$55.5M 0.54%
+150,000
62
$53.9M 0.52%
349,284
-320,000
63
$52.8M 0.51%
198,000
64
$52.5M 0.51%
452,651
65
$51.4M 0.5%
1,307,160
+462,025
66
$49M 0.47%
186,176
+90,535
67
$48.7M 0.47%
690,000
-20,000
68
$48.2M 0.47%
20,092
-10,019
69
$47.6M 0.46%
135,219
70
$46.7M 0.45%
+270,000
71
$45.7M 0.44%
345,669
+170,514
72
$45.3M 0.44%
250,626
+249,930
73
$44.4M 0.43%
1,254,878
+620,000
74
$43.3M 0.42%
250,000
-40,000
75
$42.8M 0.41%
132,948
+111,961
1 2
3
4 5