MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-1,109
777
– –
-14,346
778
– –
-60,229
779
– –
-11,812
780
– –
-1,925
781
– –
-3,834
782
– –
-9,210
783
– –
-1,657
784
– –
-1,392
785
– –
-983
786
– –
-618
787
– –
-549
788
– –
-1,129,644
789
– –
-1,078
790
– –
-1,259
791
– –
-638
792
– –
-1,156
793
– –
-1,608
794
– –
-1,713
795
– –
-1,040
796
– –
-3,465
797
– –
-11,254
798
– –
-4,838
799
– –
0
800
– –
-1,425
30 31
32
33 34