MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
1-Year Return
18.65%
This Quarter Return
+4.08%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$3.49B
AUM Growth
-$126M
(-3.5%)
Cap. Flow
-$186M
Cap. Flow
% of AUM
-5.33%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
129
New
2
Increased
48
Reduced
39
Closed
19
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$154M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$126M |
| 3 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$81.5M |
| 4 |
iShares Biotechnology ETF
IBB
|
+$51.9M |
| 5 |
Check Point Software Technologies
CHKP
|
+$38.8M |
Top Sells
| 1 |
Teva Pharmaceuticals
TEVA
|
+$170M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$118M |
| 3 |
Invesco Food & Beverage ETF
PBJ
|
+$71.8M |
| 4 |
Viatris
VTRS
|
+$56.9M |
| 5 |
Apple
AAPL
|
+$54.2M |
Sector Composition
| 1 | Healthcare | 18.97% |
| 2 | Technology | 12.17% |
| 3 | Financials | 7.7% |
| 4 | Communication Services | 3.62% |
| 5 | Utilities | 2.22% |
