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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$14.7M 0.14%
135,737
+11,587
102
$13M 0.13%
+1,400,000
103
$12.5M 0.12%
96,950
-3,448
104
$12.2M 0.12%
1,024,358
-736,607
105
$12.1M 0.12%
+170,998
106
$12M 0.12%
1,200,000
107
$11.8M 0.11%
1,039,077
108
$11.6M 0.11%
231,307
+995
109
$11.2M 0.11%
1,150,000
110
$11.2M 0.11%
1,400,000
111
$10.8M 0.1%
365,000
-100,000
112
$10.7M 0.1%
276,069
-800,000
113
$10.5M 0.1%
198,196
+51,853
114
$10.3M 0.1%
259,983
+39,256
115
$10.2M 0.1%
125,555
-111,068
116
$10.1M 0.1%
340,106
+41,329
117
$9.17M 0.09%
123,864
118
$8.62M 0.08%
47,664
-14,679
119
$8.46M 0.08%
540,000
-500,000
120
$8.43M 0.08%
1,268,308
121
$8.41M 0.08%
19,268
-46,842
122
$7.66M 0.07%
24,824
-26,251
123
$6.64M 0.06%
698,302
124
$6.48M 0.06%
83,346
+2,346
125
$6.2M 0.06%
72,268
+70,000
3 4
5
6 7