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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.77M 0.13%
211,000
-40,000
102
$5.73M 0.13%
74,200
103
$5.41M 0.12%
104,191
+1,800
104
$5.35M 0.12%
68,000
105
$5.17M 0.12%
186,000
+46,800
106
$5.08M 0.12%
109,200
+34,000
107
$4.99M 0.11%
122,000
-64,000
108
$4.9M 0.11%
156,558
+23,068
109
$4.75M 0.11%
62,302
+60,852
110
$4.67M 0.11%
53,299
+2,116
111
$4.47M 0.1%
191,000
112
$4.42M 0.1%
+63,350
113
$4.32M 0.1%
87,853
+7,407
114
$3.9M 0.09%
48,500
115
$3.82M 0.09%
111,236
116
$3.82M 0.09%
163,135
-3,561
117
$3.48M 0.08%
34,624
+2,889
118
$3.43M 0.08%
398
119
$3.3M 0.07%
23,397
-39,929
120
$3.23M 0.07%
+59,000
121
$3.07M 0.07%
15,590
+3,029
122
$2.98M 0.07%
233
+11
123
$2.89M 0.07%
159,000
+21,000
124
$2.83M 0.06%
14,331
+3,247
125
$2.79M 0.06%
71,260
+7,929
3 4
5
6 7