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
$3.62B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$211M
3
+$181M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
5
ITB icon
iShares US Home Construction ETF
ITB
+$87.3M

Top Sells

1
+$236M
2
+$106M
3
+$92.7M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$77.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$42.3M

Sector Composition

1 Healthcare 28.7%
2 Technology 11.58%
3 Financials 5.91%
4 Communication Services 5.1%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.28M 0.06%
+221
102
$2.13M 0.06%
102,644
+14,957
103
$2.11M 0.06%
9,500
-3,100
104
$2.09M 0.06%
39,900
-69,100
105
$1.98M 0.05%
60,800
-15,200
106
$1.86M 0.05%
+52,000
107
$1.84M 0.05%
+11,429
108
$1.72M 0.05%
57,069
+52,719
109
$1.7M 0.05%
+463,434
110
$1.7M 0.05%
375,402
+187,701
111
$1.38M 0.04%
39,438
-56,351
112
$982K 0.03%
+275,200
113
$894K 0.02%
+100,000
114
$481K 0.01%
10,300
-1,800
115
$340K 0.01%
12,180
+3,000
116
$272K 0.01%
10,776
+4,064
117
$226K 0.01%
8,750
-241,250
118
$179K ﹤0.01%
5,800
+62
119
$174K ﹤0.01%
5,069
+1,000
120
$128K ﹤0.01%
6,948
+72
121
$83K ﹤0.01%
1,355
+133
122
$52K ﹤0.01%
750
123
$51K ﹤0.01%
1,003
+241
124
$32K ﹤0.01%
1,374
125
$8K ﹤0.01%
+1,000
2 3 4
5
6