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
$4.03B
AUM Growth
-$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$52.5M
3
+$19.9M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$14.7M
5
PYPL icon
PayPal
PYPL
+$12.6M

Top Sells

1
+$122M
2
+$59.7M
3
+$45.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$43.8M
5
BAC icon
Bank of America
BAC
+$41.8M

Sector Composition

1 Technology 14.9%
2 Healthcare 9.17%
3 Financials 8.79%
4 Industrials 5.22%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.7M 0.07%
+112,526
152
$2.69M 0.07%
233
153
$2.58M 0.06%
54,787
+8,799
154
$2.54M 0.06%
64,639
+25,733
155
$2.47M 0.06%
+60,075
156
$2.47M 0.06%
11,200
-2,800
157
$2.37M 0.06%
129,000
-30,000
158
$2.32M 0.06%
15,209
-6,063
159
$2.27M 0.06%
32,000
-130,979
160
$2.27M 0.06%
+22,155
161
$2.21M 0.05%
86,000
-20,000
162
$2.21M 0.05%
21,970
+14,890
163
$2.19M 0.05%
461,674
-115
164
$2.18M 0.05%
61,236
-50,000
165
$2.04M 0.05%
397
166
$2.02M 0.05%
53,652
+50,550
167
$1.99M 0.05%
26,106
+714
168
$1.99M 0.05%
38,434
+1,215
169
$1.89M 0.05%
29,488
+3,023
170
$1.88M 0.05%
1,014
+175
171
$1.86M 0.05%
+53,601
172
$1.86M 0.05%
+29,306
173
$1.85M 0.05%
61,740
+57,190
174
$1.73M 0.04%
23,081
-187
175
$1.65M 0.04%
4,777
+1,072
5 6
7
8 9