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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$102M
3
+$70.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.7M
5
HD icon
Home Depot
HD
+$44.8M

Top Sells

1
+$427M
2
+$140M
3
+$109M
4
META icon
Meta Platforms (Facebook)
META
+$82.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$52.1M

Sector Composition

1 Technology 29.79%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10.7M 0.18%
421,838
-37,103
77
$10.5M 0.18%
+42,000
78
$10.1M 0.17%
215,189
+17,419
79
$9.15M 0.15%
1,095,973
-1,453,066
80
$8.83M 0.15%
53,500
-46,500
81
$8.63M 0.14%
1,028,580
82
$8.62M 0.14%
57,274
+131
83
$8.05M 0.13%
417,175
-552
84
$7.93M 0.13%
136,683
-76,523
85
$6.7M 0.11%
367,166
-482,000
86
$6.54M 0.11%
300,000
87
$6.22M 0.1%
58,259
+3,589
88
$6.16M 0.1%
278,000
-642,000
89
$5.56M 0.09%
5,995,000
90
$4.34M 0.07%
27,300
+3,970
91
$4.03M 0.07%
83,899
+2,659
92
$4M 0.07%
70,920
-14,322
93
$3.93M 0.07%
211,179
+1,777
94
$3.78M 0.06%
9,764
-2,641
95
$3.22M 0.05%
17,571
-45
96
$3M 0.05%
+671,210
97
$2.96M 0.05%
62,473
-742
98
$2.93M 0.05%
14,861
+10,641
99
$2.88M 0.05%
28,043
+917
100
$2.88M 0.05%
20,487
+19,786
2 3
4
5 6