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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.4M 0.26%
349,316
+26,316
77
$11.2M 0.25%
185,985
+42,240
78
$10.8M 0.25%
162,969
+142
79
$10.8M 0.25%
183,355
+141,655
80
$10.5M 0.24%
382,343
-16,506
81
$10.4M 0.24%
2,036,431
82
$10.3M 0.23%
70,725
-1,343
83
$9.9M 0.22%
424,440
-112,592
84
$9.79M 0.22%
111,683
-115,847
85
$9.62M 0.22%
878,350
86
$9.46M 0.21%
77,763
-253
87
$9.45M 0.21%
153,394
-44
88
$9.45M 0.21%
175,799
+174,399
89
$9.29M 0.21%
75,073
+73,949
90
$8.83M 0.2%
441,339
-208,661
91
$8.6M 0.2%
249,788
+447
92
$7.44M 0.17%
3,978
+3,758
93
$6.94M 0.16%
46,599
-36,456
94
$6.73M 0.15%
125,036
+30,550
95
$6.66M 0.15%
48,194
+2,579
96
$6.58M 0.15%
126,720
+7,540
97
$6.31M 0.14%
1,142,374
-26,283
98
$6.14M 0.14%
1,268,531
-34,229
99
$6.03M 0.14%
2,364,961
100
$5.99M 0.14%
166,396
+34,000
2 3
4
5 6