MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$107M
2 +$93.2M
3 +$64.6M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$42.5M
5
JNJ icon
Johnson & Johnson
JNJ
+$41M

Top Sells

1 +$137M
2 +$111M
3 +$59.1M
4
TJX icon
TJX Companies
TJX
+$28.3M
5
CVS icon
CVS Health
CVS
+$23.9M

Sector Composition

1 Healthcare 12.66%
2 Financials 8.78%
3 Technology 7.92%
4 Communication Services 5.71%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-905,200
127
-31,000
128
-5,066
129
-57,000