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
$5.19B
AUM Growth
+$364M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
817
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$88.5M
3
+$73.7M
4
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$57M
5
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$54.9M

Top Sells

1
+$78.8M
2
+$66.8M
3
+$56.7M
4
FXG icon
First Trust Consumer Staples AlphaDEX Fund
FXG
+$54.6M
5
AMZN icon
Amazon
AMZN
+$38.8M

Sector Composition

1 Technology 18.68%
2 Consumer Discretionary 5.63%
3 Healthcare 5.44%
4 Financials 5.13%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
– –
-399
802
– –
-249
803
– –
-12,026
804
– –
-633
805
– –
-380
806
– –
-14,876
807
– –
-1,094
808
– –
-450
809
– –
-1,019
810
– –
-11,714
811
– –
-792
812
– –
-457
813
– –
-15,850
814
– –
-8,427
815
– –
-19,000
816
– –
-1,340
817
– –
-900
29 30 31 32
33