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
$3.49B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$126M
3
+$81.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$51.9M
5
CHKP icon
Check Point Software Technologies
CHKP
+$38.8M

Top Sells

1
+$170M
2
+$118M
3
+$71.8M
4
VTRS icon
Viatris
VTRS
+$56.9M
5
AAPL icon
Apple
AAPL
+$54.2M

Sector Composition

1 Healthcare 18.97%
2 Technology 12.17%
3 Financials 7.7%
4 Communication Services 3.62%
5 Utilities 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.48M 0.13%
105,329
-7,500
77
$4.2M 0.12%
87,968
+14,650
78
$4.02M 0.12%
104,020
79
$3.98M 0.11%
130,236
-119,000
80
$3.25M 0.09%
114,800
-1,919,156
81
$3.23M 0.09%
50,000
-6,000
82
$3.16M 0.09%
117,965
-34,000
83
$3.06M 0.09%
39,500
-66,500
84
$2.91M 0.08%
221
85
$2.88M 0.08%
26,939
+1,169
86
$2.81M 0.08%
106,400
-42,600
87
$2.6M 0.07%
76,969
+19,900
88
$2.43M 0.07%
58,000
+6,000
89
$2.38M 0.07%
463,434
90
$2.3M 0.07%
47,000
+7,100
91
$2.09M 0.06%
11,429
92
$2.08M 0.06%
23,850
-5,500
93
$1.43M 0.04%
27,000
-609,945
94
$1.42M 0.04%
40,797
+1,359
95
$1.05M 0.03%
100,000
96
$991K 0.03%
275,200
97
$942K 0.03%
32,025
+19,845
98
$852K 0.02%
187,701
-187,701
99
$327K 0.01%
6,750
-46,860
100
$241K 0.01%
8,978
-1,798
2 3
4
5 6