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
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$845K 0.02%
+7,172
152
$775K 0.02%
+12,720
153
$766K 0.02%
+104,000
154
$738K 0.02%
+87,500
155
$710K 0.02%
+14,529
156
$702K 0.02%
+12,554
157
$696K 0.02%
+23,699
158
$685K 0.02%
+8,211
159
$684K 0.02%
+2,927
160
$683K 0.02%
+379,200
161
$680K 0.02%
+17,256
162
$679K 0.02%
+12,082
163
$678K 0.02%
+8,973
164
$655K 0.02%
+6,567
165
$654K 0.02%
+10,761
166
$652K 0.02%
+22,412
167
$649K 0.02%
+5,300
168
$648K 0.02%
+10,333
169
$648K 0.02%
+5,277
170
$640K 0.02%
+71,500
171
$639K 0.02%
+5,163
172
$636K 0.02%
23,730
-8,295
173
$635K 0.02%
+6,585
174
$633K 0.02%
+11,740
175
$632K 0.02%
+8,331
5 6
7
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