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
$6.18B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$282M
2
+$222M
3
+$168M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$124M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$110M

Top Sells

1
+$159M
2
+$79.5M
3
+$74.1M
4
META icon
Meta Platforms (Facebook)
META
+$73.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$72.1M

Sector Composition

1 Technology 26.66%
2 Healthcare 8.19%
3 Financials 6.23%
4 Consumer Discretionary 4.28%
5 Communication Services 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27M 0.44%
505,000
52
$26.2M 0.42%
425,000
53
$26M 0.42%
894,047
+210,000
54
$24.2M 0.39%
+120,000
55
$23.4M 0.38%
+112,580
56
$22.2M 0.36%
175,500
-287,798
57
$20.3M 0.33%
100,913
-5,354
58
$19.2M 0.31%
112,562
-3,094
59
$19.2M 0.31%
5,714,179
-212,999
60
$18.1M 0.29%
37,078
+555
61
$17.7M 0.29%
461,000
+10,000
62
$15.3M 0.25%
55,009
-25,000
63
$15.1M 0.24%
1,712,557
-253,511
64
$14.9M 0.24%
28,297
-1,861
65
$13.1M 0.21%
45,000
-5,000
66
$12.9M 0.21%
559,136
+19,596
67
$12M 0.19%
459,208
+3,708
68
$11.9M 0.19%
295,764
69
$11.8M 0.19%
43,500
+1,500
70
$10.1M 0.16%
416,834
-341
71
$9.96M 0.16%
388,000
+110,000
72
$8.72M 0.14%
686,472
73
$8.64M 0.14%
1,095,973
74
$8.29M 0.13%
54,656
-2,618
75
$8.17M 0.13%
166,276
-48,913
1 2
3
4 5