MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$503K 0.01%
+15,569
202
$484K 0.01%
+175,560
203
$483K 0.01%
+6,563
204
$483K 0.01%
+450,000
205
$474K 0.01%
+5,475
206
$472K 0.01%
+16,400
207
$470K 0.01%
+7,407
208
$456K 0.01%
+4,963
209
$435K 0.01%
+5,235
210
$426K 0.01%
+6,387
211
$412K 0.01%
+5,588
212
$409K 0.01%
+400,000
213
$409K 0.01%
+39,672
214
$401K 0.01%
8,125
-376,571
215
$372K 0.01%
+15,386
216
$371K 0.01%
+5,235
217
$370K 0.01%
+12,773
218
$364K 0.01%
+3,428
219
$363K 0.01%
+4,808
220
$358K 0.01%
+21,824
221
$357K 0.01%
8,115
+1,365
222
$357K 0.01%
+71,018
223
$353K 0.01%
+26,175
224
$352K 0.01%
+4,345
225
$351K 0.01%
+10,277
7 8
9
10 11