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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.81M 0.06%
14,574
+4,457
127
$5.39M 0.05%
200,346
-80,790
128
$5.3M 0.05%
50,144
-41,670
129
$5.24M 0.05%
245,058
+5,789
130
$5.12M 0.05%
250,000
-112
131
$4.94M 0.05%
33,952
-1,253
132
$4.77M 0.05%
72,363
-41,919
133
$4.66M 0.05%
125,000
-8,981
134
$4.34M 0.04%
150,908
-39,064
135
$4.16M 0.04%
8,678
+2,218
136
$4.09M 0.04%
85,259
-98,102
137
$3.94M 0.04%
2,000,000
-273
138
$3.87M 0.04%
27,561
-607
139
$3.76M 0.04%
32,441
+10,601
140
$3.73M 0.04%
+32,495
141
$3.73M 0.04%
85,502
-6,095
142
$3.38M 0.03%
40,861
-3,301
143
$3.07M 0.03%
12,535
-336
144
$3.04M 0.03%
461,674
145
$3M 0.03%
39,060
+9,767
146
$2.99M 0.03%
40,081
-11
147
$2.98M 0.03%
44,737
-3,419
148
$2.96M 0.03%
52,778
-1,397
149
$2.94M 0.03%
120,147
-449
150
$2.81M 0.03%
357,276
-332,724
4 5
6
7 8