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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$102M
3
+$70.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.7M
5
HD icon
Home Depot
HD
+$44.8M

Top Sells

1
+$427M
2
+$140M
3
+$109M
4
META icon
Meta Platforms (Facebook)
META
+$82.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$52.1M

Sector Composition

1 Technology 29.79%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.7M 0.46%
50,889
+11,380
52
$26.4M 0.44%
1,630,721
53
$25.7M 0.43%
684,047
+445,000
54
$24.1M 0.4%
186,000
55
$23.4M 0.39%
1,113,950
+298,950
56
$23.4M 0.39%
218,066
57
$22.6M 0.38%
505,000
-10
58
$21.9M 0.37%
671,376
-128,883
59
$21.8M 0.36%
239,076
+229,961
60
$21.1M 0.35%
+425,000
61
$20.9M 0.35%
106,267
+1,910
62
$20.4M 0.34%
5,927,178
63
$19.6M 0.33%
115,656
-224,344
64
$19.3M 0.32%
80,009
-91,600
65
$19.2M 0.32%
682,459
+29,470
66
$19M 0.32%
125,000
67
$17.5M 0.29%
36,523
+315
68
$16.4M 0.27%
451,000
-25,000
69
$15.3M 0.26%
1,966,068
-141,473
70
$15.1M 0.25%
30,158
+15,796
71
$13.7M 0.23%
50,000
-15,000
72
$12.4M 0.21%
539,540
+499,330
73
$11.6M 0.19%
295,764
+245,764
74
$11.5M 0.19%
686,472
75
$11.5M 0.19%
455,500
-508
1 2
3
4 5