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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$71.4M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$19.5M 0.43%
51,027
-25,256
52
$17.9M 0.4%
72,024
+72,000
53
$15.3M 0.34%
199,034
+30,000
54
$14.6M 0.32%
41,472
-17,987
55
$13.2M 0.29%
268,765
-52,913
56
$12.1M 0.27%
+1,200,000
57
$10.9M 0.24%
473,682
-50,000
58
$10.4M 0.23%
454,135
+103,320
59
$10.2M 0.23%
1,586,950
-50,000
60
$9.97M 0.22%
128,645
-25,394
61
$9.77M 0.22%
108,537
+742
62
$9.44M 0.21%
3,063,235
-1,000,000
63
$9.38M 0.21%
643,505
+601,346
64
$9.19M 0.2%
445,000
+177,000
65
$8.54M 0.19%
+70,000
66
$8.45M 0.19%
90,579
+25,292
67
$8.12M 0.18%
2,065,000
68
$7.16M 0.16%
323,627
+134,481
69
$6.92M 0.15%
179,025
-1,049
70
$6.43M 0.14%
60,440
-26,049
71
$6.42M 0.14%
61,087
+44,730
72
$6.19M 0.14%
698,302
73
$5.99M 0.13%
54,871
-25,903
74
$5.97M 0.13%
430,196
+2,172
75
$5.61M 0.12%
123,064
1 2
3
4 5