MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
1-Year Return
18.65%
This Quarter Return
+5.23%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$4.83B
AUM Growth
+$619M
(+15%)
Cap. Flow
+$399M
Cap. Flow
% of AUM
8.26%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
825
New
81
Increased
470
Reduced
148
Closed
50
Top Buys
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$121M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$42.9M |
| 3 |
Viatris
VTRS
|
+$42.6M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$37.8M |
| 5 |
iShares Currency Hedged MSCI Emerging Markets
HEEM
|
+$30.2M |
Sector Composition
| 1 | Technology | 15.72% |
| 2 | Industrials | 7.59% |
| 3 | Financials | 7.49% |
| 4 | Communication Services | 5.9% |
| 5 | Consumer Discretionary | 4.58% |
