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
$4.22B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$64.7M
3
+$41.9M
4
AAPL icon
Apple
AAPL
+$26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$19.7M

Top Sells

1
+$332M
2
+$110M
3
+$46.3M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$37.2M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$27.3M

Sector Composition

1 Technology 14.22%
2 Healthcare 11.43%
3 Financials 10.6%
4 Communication Services 4.16%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$743K 0.02%
21,429
+3,028
202
$727K 0.02%
14,381
+2,600
203
$719K 0.02%
22,990
+15,213
204
$717K 0.02%
7,080
205
$691K 0.02%
31,480
+29,520
206
$618K 0.01%
+7,725
207
$610K 0.01%
6,905
208
$598K 0.01%
23,685
209
$595K 0.01%
14,556
210
$585K 0.01%
76,886
+18,058
211
$561K 0.01%
32,010
-2,120
212
$552K 0.01%
+10,605
213
$531K 0.01%
4,987
+2,278
214
$516K 0.01%
3,972
+473
215
$514K 0.01%
2,859
+676
216
$501K 0.01%
15,677
-1,558
217
$496K 0.01%
4,700
+15
218
$495K 0.01%
5,611
-1,341
219
$490K 0.01%
22,000
+10,134
220
$463K 0.01%
4,838
+263
221
$461K 0.01%
5,972
+4,687
222
$461K 0.01%
5,090
-845
223
$460K 0.01%
64,500
-6,300
224
$454K 0.01%
15,529
+736
225
$450K 0.01%
+3,301
7 8
9
10 11