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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$71.4M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$656K 0.01%
14,290
152
$621K 0.01%
9,582
+86
153
$614K 0.01%
36,933
-3,542
154
$577K 0.01%
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155
$573K 0.01%
13,154
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156
$572K 0.01%
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-170
157
$562K 0.01%
32,811
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158
$560K 0.01%
12,968
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159
$555K 0.01%
3,515
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160
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12,358
161
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6,400
162
$530K 0.01%
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163
$522K 0.01%
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-257
164
$520K 0.01%
3,213
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165
$517K 0.01%
23,399
166
$508K 0.01%
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167
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168
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-158
169
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89,808
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170
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23,188
-139,091
171
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7,147
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172
$445K 0.01%
5,488
-115
173
$444K 0.01%
17,135
+10,595
174
$429K 0.01%
16,099
-24,349
175
$425K 0.01%
17,981
-18,377
5 6
7
8 9