MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$169M
3
+$97.2M
4
TAN icon
Invesco Solar ETF
TAN
+$58.8M
5
PLD icon
Prologis
PLD
+$41.1M

Top Sells

1
+$152M
2
+$143M
3
+$107M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$89.3M
5
AVGO icon
Broadcom
AVGO
+$87.2M

Sector Composition

1 Technology 23.01%
2 Communication Services 7.61%
3 Healthcare 7.09%
4 Consumer Discretionary 6.42%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.72M 0.2%
648,302
77
$9.34M 0.19%
450,216
-40,060
78
$8.46M 0.17%
1,586,950
79
$8.38M 0.17%
88,419
+600
80
$8.17M 0.16%
169,765
+1,120
81
$7.13M 0.14%
58,091
+2,536
82
$6.46M 0.13%
171,362
-7,113
83
$5.5M 0.11%
51,201
-8,448
84
$5M 0.1%
92,746
-3,995
85
$4.66M 0.09%
29,518
+24,468
86
$4.65M 0.09%
57,256
+31,077
87
$4.11M 0.08%
180,947
+179,643
88
$3.83M 0.08%
39,707
-234
89
$3.8M 0.08%
185,920
+33,260
90
$3.79M 0.08%
78,350
-5,131
91
$3.73M 0.08%
19,375
-1,505
92
$3.51M 0.07%
24,151
-1,210
93
$3.46M 0.07%
738,549
94
$3.42M 0.07%
67,689
-1,999
95
$3.17M 0.06%
1,250,000
-750,000
96
$3.16M 0.06%
12,334
-71,436
97
$3.1M 0.06%
22,780
-24,232
98
$3.05M 0.06%
1,400,000
99
$2.94M 0.06%
14,640
+3,585
100
$2.88M 0.06%
48,711
-221,603
2 3
4
5 6