MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$28.8M 0.34%
400,000
+50,000
52
$28.5M 0.34%
46,178
-2,750
53
$26.8M 0.32%
528,189
+63,542
54
$26.3M 0.31%
505,391
-404,609
55
$25.6M 0.3%
181,692
-666
56
$25.4M 0.3%
+230,000
57
$25.1M 0.3%
+195,000
58
$24.7M 0.29%
108,808
+12,648
59
$24.4M 0.29%
2,130,983
60
$24.3M 0.29%
62,795
+5
61
$24.2M 0.29%
130,575
+130,043
62
$23.6M 0.28%
3,006,157
+243,600
63
$23.2M 0.28%
529,047
-15,000
64
$21.2M 0.25%
212,004
-22,001
65
$21.1M 0.25%
67,009
-13,000
66
$20.8M 0.25%
1,018,345
-90,880
67
$20.7M 0.25%
130,534
-55,000
68
$19.6M 0.23%
5,349,179
69
$18.9M 0.22%
34,236
-631
70
$18.5M 0.22%
245,764
-10,000
71
$18.4M 0.22%
175,500
72
$18M 0.21%
985,092
+100,869
73
$17.3M 0.21%
515,000
+135,000
74
$16.2M 0.19%
225,014
+224,002
75
$16M 0.19%
888,967
-2,812
1 2
3
4 5