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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.6M 0.17%
456,008
+5,792
77
$10.5M 0.17%
462,110
+29,753
78
$10.3M 0.16%
686,472
+38,170
79
$9.92M 0.16%
470,955
-392,000
80
$9.49M 0.15%
417,727
+236,780
81
$9.46M 0.15%
1,748,549
+1,010,000
82
$9.39M 0.15%
197,770
+28,005
83
$9.31M 0.15%
920,000
+750,000
84
$8.26M 0.13%
1,700,000
-708,424
85
$8.09M 0.13%
5,995,000
+200,000
86
$7.99M 0.13%
83,928
-4,491
87
$7.86M 0.13%
+300,000
88
$7.72M 0.12%
57,143
-948
89
$7.41M 0.12%
+472,810
90
$6.9M 0.11%
14,362
-11,022
91
$5.87M 0.09%
54,670
+3,469
92
$4.81M 0.08%
85,242
-7,504
93
$3.98M 0.06%
12,405
+71
94
$3.92M 0.06%
81,240
+2,890
95
$3.75M 0.06%
209,402
+129,314
96
$3.18M 0.05%
46,578
-2,133
97
$3.14M 0.05%
63,215
-4,474
98
$3.09M 0.05%
23,330
+14,040
99
$2.93M 0.05%
1,400,000
100
$2.89M 0.05%
141,626
-44,294
2 3
4
5 6