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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.6M 0.04%
200,000
-2,047,747
152
$1.57M 0.04%
67,605
+22,399
153
$1.53M 0.04%
12,022
+6,859
154
$1.47M 0.04%
+275,200
155
$1.3M 0.03%
33,290
+25,492
156
$1.17M 0.03%
148,610
+9,020
157
$1.16M 0.03%
9,788
-16,057
158
$1.09M 0.03%
58,536
-400
159
$1.05M 0.03%
29,380
+13,811
160
$1.05M 0.03%
18,661
+6,921
161
$1.05M 0.03%
100,000
162
$1.03M 0.02%
15,525
-20,763
163
$981K 0.02%
187,701
164
$964K 0.02%
122,000
+18,000
165
$929K 0.02%
10,827
+4,065
166
$906K 0.02%
+3,773
167
$862K 0.02%
28,161
-11,276
168
$857K 0.02%
24,978
+9,203
169
$787K 0.02%
7,217
-498,630
170
$782K 0.02%
405,867
+26,667
171
$768K 0.02%
21,460
+4,073
172
$759K 0.02%
40,316
+29,907
173
$752K 0.02%
23,027
+10,254
174
$747K 0.02%
23,730
175
$735K 0.02%
+92,989
5 6
7
8 9