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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$41.3M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.78M 0.06%
463,434
127
$2.75M 0.06%
9,924
+2,469
128
$2.74M 0.06%
+47,000
129
$2.72M 0.06%
108,005
+40,400
130
$2.69M 0.06%
51,322
+16,856
131
$2.68M 0.06%
35,036
+8,854
132
$2.66M 0.06%
15,996
+5,147
133
$2.65M 0.06%
16,528
+4,559
134
$2.65M 0.06%
55,509
+15,445
135
$2.64M 0.06%
10,363
+2,778
136
$2.64M 0.06%
25,336
+6,328
137
$2.63M 0.06%
45,949
+15,030
138
$2.62M 0.06%
56,249
+17,455
139
$2.62M 0.06%
27,124
+8,548
140
$2.61M 0.06%
9,855
+1,869
141
$2.6M 0.06%
14,000
142
$2.56M 0.06%
28,220
+8,902
143
$2.55M 0.06%
13,749
+5,021
144
$2.48M 0.06%
60,032
+11,550
145
$2.42M 0.06%
669,160
-407,640
146
$2.35M 0.05%
75,757
-3,496
147
$2.28M 0.05%
54,563
+21,273
148
$2.27M 0.05%
76,690
-3,500
149
$2.22M 0.05%
126,779
+36,975
150
$2.03M 0.05%
16,286
+4,264
4 5
6
7 8