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
$4.43B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$131M
3
+$104M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$94.6M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$70.9M

Top Sells

1
+$212M
2
+$92.4M
3
+$87.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$78.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$77.3M

Sector Composition

1 Technology 19.98%
2 Healthcare 4.87%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.7M 0.42%
165,577
+153,520
52
$17.1M 0.39%
508,035
-150,350
53
$16.3M 0.37%
615,823
-14,009
54
$15.8M 0.36%
321,678
-7,708
55
$13.9M 0.31%
523,682
-323,879
56
$13.2M 0.3%
169,034
-10,000
57
$12.4M 0.28%
255,825
-574,000
58
$11.8M 0.27%
1,200,000
59
$11.7M 0.26%
154,039
+147,186
60
$11.4M 0.26%
1,150,000
61
$10.8M 0.24%
+2,065,000
62
$9.59M 0.22%
1,636,950
63
$9.47M 0.21%
107,795
-30,151
64
$9.11M 0.21%
86,489
-1,373
65
$8.67M 0.2%
283,453
+100,000
66
$8.4M 0.19%
1,400,000
67
$8.12M 0.18%
872,477
-160,000
68
$8.04M 0.18%
350,815
+66,984
69
$7.65M 0.17%
398,557
-33,300
70
$7.56M 0.17%
80,774
+32,356
71
$7.35M 0.17%
4,063,235
72
$7.17M 0.16%
+268,000
73
$6.95M 0.16%
180,074
-6,588
74
$6.84M 0.15%
144,460
-66,307
75
$6.42M 0.15%
59,583
+10,968
1 2
3
4 5