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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$26.6M 0.43%
280,000
-319,007
52
$26.3M 0.42%
5,927,178
+1,883,943
53
$26.2M 0.42%
800,259
-90,064
54
$25.1M 0.4%
500,000
+475,600
55
$23.8M 0.38%
218,066
+3,066
56
$23.5M 0.38%
505,010
+170,010
57
$23M 0.37%
186,000
58
$21.2M 0.34%
163,000
-145,000
59
$21M 0.34%
652,989
+266,512
60
$20.7M 0.33%
352,843
-3,483
61
$20.7M 0.33%
39,509
-9,270
62
$19.2M 0.31%
682,912
+119,136
63
$19.1M 0.31%
+104,357
64
$19M 0.3%
815,000
+253,608
65
$19M 0.3%
2,107,541
+520,591
66
$18.4M 0.29%
849,166
-50,000
67
$18M 0.29%
125,000
68
$17.3M 0.28%
476,000
-48,000
69
$17.3M 0.28%
65,000
-23,000
70
$16.7M 0.27%
+167,000
71
$16.4M 0.26%
+100,000
72
$16.1M 0.26%
36,208
+3,956
73
$12.4M 0.2%
213,206
-60,952
74
$12M 0.19%
1,028,580
75
$10.6M 0.17%
239,047
-215,000
1 2
3
4 5