MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.74M 0.02%
21,930
+4,289
127
$1.67M 0.02%
90,179
-16,000
128
$1.6M 0.02%
5,500
129
$1.58M 0.02%
10,000
130
$1.51M 0.02%
44,799
131
$1.47M 0.02%
50,000
-2,907
132
$1.33M 0.02%
18,004
-65
133
$1.32M 0.02%
5,523
-12
134
$1.28M 0.02%
33,448
135
$1.25M 0.01%
14,775
136
$1.22M 0.01%
+2,501
137
$1.18M 0.01%
35,000
-1,500
138
$1.17M 0.01%
9,126
139
$1.17M 0.01%
5,710
+25
140
$1.17M 0.01%
13,000
141
$1.06M 0.01%
9,348
-150
142
$1.02M 0.01%
12,091
-1,123
143
$998K 0.01%
50,773
+7,646
144
$992K 0.01%
18,623
145
$908K 0.01%
122,755
146
$907K 0.01%
6,346
-459
147
$862K 0.01%
13,280
148
$850K 0.01%
35,026
+2,978
149
$827K 0.01%
55,000
-20,000
150
$817K 0.01%
6,626
-161,659
4 5
6
7 8