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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.45M 0.02%
8,334
+1,022
127
$1.41M 0.02%
44,799
-21,000
128
$1.4M 0.02%
52,907
-6,509
129
$1.39M 0.02%
17,641
+3,470
130
$1.39M 0.02%
8,632
-12,506
131
$1.35M 0.02%
10,000
-1,230
132
$1.33M 0.02%
1,990
+100
133
$1.29M 0.02%
25,303
+3,340
134
$1.28M 0.02%
36,500
-3,545
135
$1.26M 0.02%
9,498
-1,040
136
$1.24M 0.02%
1,200,000
-200,000
137
$1.2M 0.02%
16,228
-5,579
138
$1.18M 0.02%
18,069
-161
139
$1.17M 0.02%
14,775
140
$1.11M 0.02%
33,448
-20,000
141
$1.11M 0.02%
53,729
-32,527
142
$1.06M 0.01%
9,126
+360
143
$1.05M 0.01%
6,856
-1,939
144
$1.04M 0.01%
5,535
-421
145
$989K 0.01%
75,000
-25,000
146
$978K 0.01%
18,623
+2,500
147
$960K 0.01%
313,752
-200,000
148
$933K 0.01%
13,214
-1,953
149
$906K 0.01%
1,137
-89
150
$878K 0.01%
17,412
-52,767
4 5
6
7 8