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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$102M
3
+$70.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.7M
5
HD icon
Home Depot
HD
+$44.8M

Top Sells

1
+$427M
2
+$140M
3
+$109M
4
META icon
Meta Platforms (Facebook)
META
+$82.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$52.1M

Sector Composition

1 Technology 29.79%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.05%
11,317
+305
102
$2.69M 0.05%
53,606
-2,724
103
$2.69M 0.04%
92,799
+4,000
104
$2.67M 0.04%
1,400,000
105
$2.64M 0.04%
37,780
+10,400
106
$2.62M 0.04%
28,287
+23,754
107
$2.6M 0.04%
+863,752
108
$2.6M 0.04%
17,818
+12,801
109
$2.57M 0.04%
6,566
+380
110
$2.56M 0.04%
27,193
-41
111
$2.54M 0.04%
45,600
+12,400
112
$2.54M 0.04%
42,000
+14,000
113
$2.5M 0.04%
4,561
-844
114
$2.47M 0.04%
41,177
-5,401
115
$2.45M 0.04%
75,448
-24,000
116
$2.41M 0.04%
139,094
+8,562
117
$2.38M 0.04%
20,622
+20,512
118
$2.38M 0.04%
157,500
+30,000
119
$2.35M 0.04%
114,998
-26,628
120
$2.17M 0.04%
23,181
+1,627
121
$2.08M 0.03%
+23,491
122
$2.01M 0.03%
1,960
-50
123
$2M 0.03%
24,500
-95
124
$1.99M 0.03%
13,500
-58
125
$1.92M 0.03%
11,259
-42
3 4
5
6 7