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
$3.62B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$211M
3
+$181M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
5
ITB icon
iShares US Home Construction ETF
ITB
+$87.3M

Top Sells

1
+$236M
2
+$106M
3
+$92.7M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$77.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$42.3M

Sector Composition

1 Healthcare 28.7%
2 Technology 11.58%
3 Financials 5.91%
4 Communication Services 5.1%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.67M 0.16%
161,076
+72,720
77
$5.59M 0.15%
52,220
-6,000
78
$5.21M 0.14%
+112,829
79
$5.12M 0.14%
+525,000
80
$4.96M 0.14%
161,246
-87,500
81
$4.93M 0.14%
200,805
+176,616
82
$4.87M 0.13%
300,046
-199,954
83
$4.13M 0.11%
149,000
-73,000
84
$4.09M 0.11%
181,200
+12,000
85
$3.99M 0.11%
140,000
+20,000
86
$3.83M 0.11%
+2,364,961
87
$3.8M 0.1%
151,965
-20,500
88
$3.72M 0.1%
111,400
+30,000
89
$3.63M 0.1%
104,020
+14,020
90
$3.5M 0.1%
+56,000
91
$3.4M 0.09%
73,318
92
$3.33M 0.09%
53,667
93
$3.3M 0.09%
+265,590
94
$3.29M 0.09%
42,500
-30,000
95
$3.19M 0.09%
251,958
-340
96
$2.8M 0.08%
34,686
+2,469
97
$2.75M 0.08%
29,350
98
$2.74M 0.08%
25,770
+14,572
99
$2.7M 0.07%
53,610
-9,500
100
$2.35M 0.06%
42,000
-15,000
2 3
4
5 6