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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.8M 0.03%
21,000
-2,123
152
$2.79M 0.03%
23,180
-704
153
$2.76M 0.03%
30,515
+741
154
$2.57M 0.02%
98,144
-2,130
155
$2.55M 0.02%
41,006
+19,837
156
$2.55M 0.02%
52,163
-1,272
157
$2.51M 0.02%
24,559
-5,712
158
$2.49M 0.02%
48,000
-32,000
159
$2.45M 0.02%
138,786
-2,647
160
$2.43M 0.02%
9,553
-462
161
$2.43M 0.02%
104,950
-2,385
162
$2.41M 0.02%
21,500
163
$2.37M 0.02%
+73,690
164
$2.31M 0.02%
33,001
-2,783
165
$2.29M 0.02%
19,564
-650
166
$2.28M 0.02%
69,018
-123,229
167
$2.23M 0.02%
187,500
168
$2.09M 0.02%
19,766
-49,101
169
$2.06M 0.02%
29,722
-852
170
$2.05M 0.02%
11,191
-17,180
171
$1.99M 0.02%
+46,535
172
$1.96M 0.02%
68,619
-2,979
173
$1.96M 0.02%
55,521
+127
174
$1.87M 0.02%
+30,148
175
$1.82M 0.02%
70,863
-2,303
5 6
7
8 9