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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.07M 0.05%
50,849
+2,982
102
$4M 0.05%
+170,319
103
$3.99M 0.05%
57,502
-1,227
104
$3.98M 0.05%
20,300
-2,800
105
$3.97M 0.05%
80,532
-1,177
106
$3.89M 0.05%
34,598
+231
107
$3.67M 0.04%
6,459
-19,684
108
$3.53M 0.04%
600,000
-188,857
109
$3.32M 0.04%
68,802
+5,104
110
$3.24M 0.04%
112,539
-1,358,791
111
$3.12M 0.04%
32,553
+2,753
112
$3.06M 0.04%
38,057
+108
113
$2.96M 0.04%
21,299
-40
114
$2.9M 0.03%
16,292
+1,449
115
$2.66M 0.03%
35,191
-37
116
$2.43M 0.03%
83,001
117
$2.14M 0.03%
1,200,000
118
$2.08M 0.02%
3,342
+306
119
$2.06M 0.02%
7,000
120
$1.94M 0.02%
10,981
-177
121
$1.91M 0.02%
2,386
+396
122
$1.78M 0.02%
8,345
+11
123
$1.77M 0.02%
19,655
+3,427
124
$1.77M 0.02%
24,345
+1,900
125
$1.75M 0.02%
3,500
3 4
5
6 7