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
$4.03B
AUM Growth
-$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$52.5M
3
+$19.9M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$14.7M
5
PYPL icon
PayPal
PYPL
+$12.6M

Top Sells

1
+$122M
2
+$59.7M
3
+$45.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$43.8M
5
BAC icon
Bank of America
BAC
+$41.8M

Sector Composition

1 Technology 14.9%
2 Healthcare 9.17%
3 Financials 8.79%
4 Industrials 5.22%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$804K 0.02%
2,991
-1,659
202
$772K 0.02%
+24,803
203
$771K 0.02%
24,360
+10,108
204
$760K 0.02%
22,990
-9,576
205
$747K 0.02%
24,553
-1,200
206
$738K 0.02%
39,040
+10
207
$727K 0.02%
14,381
208
$721K 0.02%
352,533
+223,186
209
$712K 0.02%
+14,358
210
$678K 0.02%
+140,752
211
$673K 0.02%
10,524
-280,224
212
$670K 0.02%
15,200
+500
213
$663K 0.02%
+12,964
214
$647K 0.02%
6,508
+1,521
215
$614K 0.02%
13,298
+8,635
216
$612K 0.02%
+3,255
217
$605K 0.02%
16,716
+1,039
218
$580K 0.01%
21,081
+5,607
219
$545K 0.01%
6,245
-660
220
$525K 0.01%
3,758
-214
221
$508K 0.01%
21,866
-134
222
$501K 0.01%
4,730
+30
223
$487K 0.01%
16,811
+1,282
224
$485K 0.01%
64,500
225
$480K 0.01%
2,033
-826
7 8
9
10 11