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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.6M 0.35%
234,005
+210,881
52
$24.2M 0.34%
343,389
+339,820
53
$24.1M 0.34%
62,790
+61,581
54
$23.8M 0.33%
505,743
+213
55
$23.2M 0.33%
+190,317
56
$22.8M 0.32%
2,762,557
+1,050,000
57
$22.8M 0.32%
65,168
-149,660
58
$22.4M 0.31%
40,933
-322
59
$21.3M 0.3%
182,358
-1,232
60
$21.1M 0.3%
38,512
-90,492
61
$20.9M 0.29%
80,687
+73,932
62
$20.9M 0.29%
2,130,983
+977,403
63
$20.3M 0.29%
801,589
+1,589
64
$19.6M 0.28%
175,500
65
$19.5M 0.27%
80,009
+34,000
66
$19.2M 0.27%
350,000
+349,991
67
$18.8M 0.26%
464,647
+429,045
68
$18.6M 0.26%
96,160
+1,704
69
$17.9M 0.25%
1,109,225
+1,098,284
70
$17.4M 0.24%
544,047
-350,000
71
$16.4M 0.23%
34,867
-484
72
$16.1M 0.23%
884,223
+255,055
73
$15.8M 0.22%
5,349,179
74
$15.3M 0.22%
87,500
+44,000
75
$14.7M 0.21%
168,285
-125,808
1 2
3
4 5