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
$4.52B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$118M
3
+$92.5M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$89.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$74.7M

Top Sells

1
+$198M
2
+$136M
3
+$119M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$105M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$90.6M

Sector Composition

1 Technology 23.16%
2 Healthcare 6.38%
3 Industrials 4.99%
4 Communication Services 4.51%
5 Utilities 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$20.3M 0.45%
148,532
+87,445
52
$19.9M 0.44%
199,034
53
$19.1M 0.42%
1,175,593
+532,088
54
$19M 0.42%
251,940
-49,030
55
$18.1M 0.4%
272,405
+3,640
56
$17M 0.38%
1,309,757
-723,972
57
$15.2M 0.34%
40,831
-641
58
$12M 0.27%
42,183
-130,010
59
$12M 0.27%
129,095
+20,558
60
$10.9M 0.24%
113,307
+22,728
61
$10.7M 0.24%
1,586,950
62
$10.2M 0.22%
1,000,000
-200,000
63
$9.17M 0.2%
473,682
64
$8.93M 0.2%
120,115
-306,600
65
$8.73M 0.19%
320,160
+68,520
66
$8.33M 0.18%
3,063,235
67
$8.11M 0.18%
69,669
+14,798
68
$7.83M 0.17%
184,223
+5,198
69
$7.54M 0.17%
335,773
+12,146
70
$7.23M 0.16%
2,065,000
71
$7.06M 0.16%
433,436
+3,240
72
$6.97M 0.15%
199,753
+15,000
73
$6.59M 0.15%
59,755
-685
74
$6.45M 0.14%
698,302
75
$5.61M 0.12%
43,526
+13,792
1 2
3
4 5