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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.85M 0.05%
27,126
+26,618
102
$2.84M 0.05%
5,405
-180
103
$2.78M 0.04%
99,448
+66,600
104
$2.69M 0.04%
56,330
+15,546
105
$2.66M 0.04%
17,616
-401
106
$2.5M 0.04%
11,871
-2,769
107
$2.49M 0.04%
11,012
-130
108
$2.47M 0.04%
15,148
+879
109
$2.46M 0.04%
6,186
-38
110
$2.38M 0.04%
24,595
-1,505
111
$2.35M 0.04%
27,234
+450
112
$2.34M 0.04%
88,799
+39,200
113
$2.26M 0.04%
+130,532
114
$2.2M 0.04%
23,035
+160
115
$2.17M 0.03%
+50,000
116
$2.04M 0.03%
21,554
-18,153
117
$1.95M 0.03%
2,010
-190
118
$1.87M 0.03%
127,500
+67,500
119
$1.86M 0.03%
11,301
+341
120
$1.84M 0.03%
26,415
+4,735
121
$1.78M 0.03%
13,558
+1,556
122
$1.75M 0.03%
27,380
+14,800
123
$1.71M 0.03%
33,200
+20,000
124
$1.59M 0.03%
28,000
+15,200
125
$1.56M 0.02%
8,223
-2,167
3 4
5
6 7