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
$4.52B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$118M
3
+$92.5M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$89.8M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$74.7M

Top Sells

1
+$198M
2
+$136M
3
+$119M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$105M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$90.6M

Sector Composition

1 Technology 23.16%
2 Healthcare 6.38%
3 Industrials 4.99%
4 Communication Services 4.51%
5 Utilities 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.59M 0.04%
10,050
+1,300
127
$1.52M 0.03%
73,953
+50,765
128
$1.51M 0.03%
47,235
+30,100
129
$1.47M 0.03%
25,000
+4,000
130
$1.45M 0.03%
18,770
+1,236
131
$1.44M 0.03%
20,648
+19,066
132
$1.42M 0.03%
25,954
+2,691
133
$1.4M 0.03%
41,196
-11,443
134
$1.4M 0.03%
2,967
135
$1.39M 0.03%
6,750
+220
136
$1.39M 0.03%
2,000,000
137
$1.35M 0.03%
29,742
+4,389
138
$1.29M 0.03%
5,782
+1,714
139
$1.28M 0.03%
6,958
+5,323
140
$1.25M 0.03%
10,098
+167
141
$1.25M 0.03%
9,920
+1,879
142
$1.2M 0.03%
71,497
+18,205
143
$1.19M 0.03%
36,968
-450
144
$1.19M 0.03%
7,000
145
$1.16M 0.03%
12,743
-2,240
146
$1.16M 0.03%
46,677
+9,089
147
$1.15M 0.03%
56,287
+5,096
148
$1.13M 0.03%
7,900
149
$1.11M 0.02%
10,420
+220
150
$1.1M 0.02%
12,002
4 5
6
7 8