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
$3.91B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$60.6M
3
+$57.1M
4
IFF icon
International Flavors & Fragrances
IFF
+$40.6M
5
AMZN icon
Amazon
AMZN
+$32.5M

Top Sells

1
+$293M
2
+$135M
3
+$96M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$52.6M
5
AAPL icon
Apple
AAPL
+$51.1M

Sector Composition

1 Technology 16.71%
2 Consumer Discretionary 6.89%
3 Healthcare 6.66%
4 Financials 6.11%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$3K ﹤0.01%
208
727
$3K ﹤0.01%
64
-360
728
$3K ﹤0.01%
13
729
$2K ﹤0.01%
55
730
$1K ﹤0.01%
32
731
– –
-20,539
732
– –
-2,903
733
– –
-2,715
734
$0 ﹤0.01%
5
735
– –
-1,614
736
– –
-2,447
737
– –
-19,884
738
– –
-3,183
739
– –
-6,037
740
– –
-3,684
741
– –
-8,708
742
– –
-2,746
743
– –
-60,379
744
– –
-968
745
– –
-11,161
746
– –
-6,472
747
– –
-3,123
748
– –
-4,944
749
– –
-23,549
750
– –
-8,876
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