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
$4.23B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$59.8M
3
+$56.5M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$52M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$45.6M

Top Sells

1
+$72.1M
2
+$63.6M
3
+$33.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$21M

Sector Composition

1 Technology 14.46%
2 Financials 8.7%
3 Healthcare 6.77%
4 Industrials 5.61%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-530
727
– –
-13
728
– –
-192,300
729
– –
-1,875
730
– –
-61,236
731
– –
-6,600
732
– –
-1,071
733
– –
-404
734
– –
-3,230
735
– –
-362
736
– –
-6,475
737
– –
-21,866
738
– –
-400
739
– –
-201
740
– –
-4,839
741
– –
-6,245
742
– –
-11,838
743
– –
-4,100
744
– –
-4,000
745
– –
-59,000
746
– –
-3,000
747
$0 ﹤0.01%
+1
748
$0 ﹤0.01%
+3
749
– –
-2,571
750
$0 ﹤0.01%
+23
28 29
30
31 32