MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
This Quarter Return
+13.88%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$4.18B
AUM Growth
+$4.18B
(-5.5%)
Cap. Flow
-$797M
Cap. Flow
% of AUM
-19.07%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
775
New
80
Increased
211
Reduced
317
Closed
80
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$137M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$127M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$110M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$58.2M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$48.4M |
Top Sells
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$819M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$84.3M |
| 3 |
VanEck Semiconductor ETF
SMH
|
$47.3M |
| 4 |
Vanguard Information Technology ETF
VGT
|
$40.9M |
| 5 |
Amazon
AMZN
|
$39.6M |
Sector Composition
| 1 | Technology | 15.71% |
| 2 | Healthcare | 6.55% |
| 3 | Financials | 5.26% |
| 4 | Communication Services | 5.15% |
| 5 | Consumer Discretionary | 4.42% |
