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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.5M 0.19%
380,000
+200,000
77
$13.4M 0.19%
26,143
+2,459
78
$12.8M 0.18%
891,779
+724,695
79
$11.9M 0.17%
250,895
-304
80
$11.9M 0.17%
120,054
+54
81
$11.5M 0.16%
457,885
-2,644
82
$11.1M 0.16%
255,764
-40,000
83
$11M 0.15%
477,794
-85,723
84
$10.2M 0.14%
300,000
85
$9.71M 0.14%
109,005
-150,995
86
$9.7M 0.14%
+400,000
87
$9.63M 0.14%
+210,000
88
$9.54M 0.13%
+850,000
89
$8.92M 0.13%
1,095,973
90
$8.74M 0.12%
197,500
-167,500
91
$8.7M 0.12%
786,472
+100,000
92
$8.47M 0.12%
330,854
-24,967
93
$8.45M 0.12%
81,467
+21,139
94
$6.24M 0.09%
44,401
-2,734
95
$4.99M 0.07%
44,921
+1,884
96
$4.8M 0.07%
+47,700
97
$4.76M 0.07%
7,305,731
+500,000
98
$4.42M 0.06%
81,245
+74,622
99
$4.26M 0.06%
671,210
100
$4.02M 0.06%
81,709
-758
2 3
4
5 6