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
$4.49B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
659
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$189M
3
+$175M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$172M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$110M

Top Sells

1
+$99.5M
2
+$95M
3
+$90.6M
4
DE icon
Deere & Co
DE
+$86.4M
5
PPA icon
Invesco Aerospace & Defense ETF
PPA
+$83.4M

Sector Composition

1 Technology 20.59%
2 Financials 5.52%
3 Healthcare 4.07%
4 Industrials 2.96%
5 Materials 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.6M 0.42%
329,386
-32,759
52
$18.6M 0.41%
145,000
-26,000
53
$18.5M 0.41%
629,832
-70,749
54
$17.5M 0.39%
46,383
-13,741
55
$16.3M 0.36%
727,300
-74,700
56
$15.2M 0.34%
350,000
+299,460
57
$14.6M 0.33%
805,424
+125,424
58
$13.5M 0.3%
1,636,950
-10,000
59
$12.5M 0.28%
137,946
+10,918
60
$11.8M 0.26%
1,200,000
61
$11.7M 0.26%
179,034
+18,900
62
$11.2M 0.25%
1,150,000
63
$10.4M 0.23%
431,857
-163,627
64
$10.3M 0.23%
4,063,235
65
$10.2M 0.23%
210,767
-7,353
66
$10M 0.22%
87,862
-3,524
67
$9.44M 0.21%
44,498
-293
68
$9.43M 0.21%
1,032,477
-6,600
69
$8.79M 0.2%
115,199
-12,072
70
$7.7M 0.17%
1,400,000
71
$7.51M 0.17%
186,662
+6,380
72
$7.46M 0.17%
99,468
+42,645
73
$7.26M 0.16%
283,831
-146,590
74
$6.89M 0.15%
332,095
-22,770
75
$6.31M 0.14%
183,453
-1,100
1 2
3
4 5