MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.49B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$126M
3
+$81.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$51.9M
5
CHKP icon
Check Point Software Technologies
CHKP
+$38.8M

Top Sells

1
+$170M
2
+$118M
3
+$71.8M
4
VTRS icon
Viatris
VTRS
+$56.9M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$240K 0.01%
4,689
+3,686
102
$234K 0.01%
4,800
-5,500
103
$187K 0.01%
9,931
+2,983
104
$186K 0.01%
3,037
+1,682
105
$183K 0.01%
5,972
+172
106
$122K ﹤0.01%
5,000
-3,750
107
$60K ﹤0.01%
750
108
$37K ﹤0.01%
1,374
109
$9K ﹤0.01%
1,000
110
– –
-300,046
111
– –
-302,445
112
– –
-144,070
113
– –
-42,000
114
$0 ﹤0.01%
2
115
– –
-140,000
116
– –
-138,070
117
– –
-42,500
118
– –
-2,113,660
119
– –
-333,150
120
– –
-9,500
121
– –
-60,800
122
– –
-111,400
123
– –
-321,660
124
– –
-251,958
125
– –
-161,246
2 3 4
5
6