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
+$123M
2
+$60.4M
3
+$57.2M
4
IFF icon
International Flavors & Fragrances
IFF
+$38.9M
5
AMZN icon
Amazon
AMZN
+$32M

Top Sells

1
+$290M
2
+$133M
3
+$93.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$51.6M
5
AAPL icon
Apple
AAPL
+$50.4M

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%
13
727
$3K ﹤0.01%
64
-360
728
$3K ﹤0.01%
208
729
$2K ﹤0.01%
55
730
$1K ﹤0.01%
32
731
– –
-20,539
732
– –
-1,774
733
– –
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734
– –
-8,708
735
– –
-2,746
736
– –
-60,379
737
– –
-968
738
– –
-1,614
739
$0 ﹤0.01%
5
740
– –
-11,161
741
– –
-6,472
742
– –
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743
– –
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744
– –
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745
– –
-24,027
746
– –
-900
747
– –
-3,123
748
– –
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749
– –
-209
750
– –
-9,783
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