MIFH
Migdal Insurance & Financial Holdings Portfolio holdings
AUM
$8.42B
1-Year Return
18.65%
This Quarter Return
-2.39%
1 Year Return
+18.65%
3 Year Return
+96.52%
5 Year Return
+186.2%
10 Year Return
–
AUM
$5.73B
AUM Growth
-$4.62B
(-45%)
Cap. Flow
-$4.05B
Cap. Flow
% of AUM
-70.61%
Top 10 Holdings %
Top 10 Hldgs %
28.7%
Holding
727
New
45
Increased
194
Reduced
237
Closed
124
Top Buys
| 1 |
Invesco Aerospace & Defense ETF
PPA
|
+$125M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
+$111M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$93.2M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$71.8M |
| 5 |
Broadcom
AVGO
|
+$67.6M |
Top Sells
| 1 |
Vanguard Information Technology ETF
VGT
|
+$634M |
| 2 |
Vanguard Russell 2000 ETF
VTWO
|
+$445M |
| 3 |
Amazon
AMZN
|
+$234M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$169M |
| 5 |
Apple
AAPL
|
+$169M |
Sector Composition
| 1 | Technology | 28.97% |
| 2 | Industrials | 9.25% |
| 3 | Financials | 8% |
| 4 | Communication Services | 7.8% |
| 5 | Healthcare | 6.11% |
