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
$3.26B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$93.2M
3
+$64.6M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$42.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41M

Top Sells

1
+$137M
2
+$111M
3
+$59.1M
4
TJX icon
TJX Companies
TJX
+$28.3M
5
CVS icon
CVS Health
CVS
+$23.9M

Sector Composition

1 Healthcare 12.66%
2 Financials 8.78%
3 Technology 7.92%
4 Communication Services 5.71%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.49M 0.11%
143,000
77
$3.45M 0.11%
169,200
+25,200
78
$3.43M 0.11%
90,000
-32,020
79
$3.39M 0.1%
63,110
+650
80
$3.31M 0.1%
120,000
81
$3.3M 0.1%
107,000
-119,000
82
$3.29M 0.1%
73,318
-20,300
83
$3.28M 0.1%
95,789
+42,318
84
$3.22M 0.1%
160,000
-228,500
85
$3.18M 0.1%
53,667
-26,400
86
$3.14M 0.1%
252,298
-482
87
$3.08M 0.09%
+57,000
88
$3.06M 0.09%
88,356
+11,677
89
$2.98M 0.09%
117,885
-75,457
90
$2.87M 0.09%
+52,000
91
$2.73M 0.08%
101,000
92
$2.69M 0.08%
81,400
-112,000
93
$2.58M 0.08%
32,217
-53,678
94
$2.49M 0.08%
+12,600
95
$2.45M 0.08%
+29,350
96
$2.33M 0.07%
208,000
-67,000
97
$2.32M 0.07%
38,800
-8,700
98
$2.31M 0.07%
+15,024
99
$2.28M 0.07%
83,994
+1,194
100
$2.25M 0.07%
+76,000
2 3
4
5 6