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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$68.8M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$54.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$47.7M

Top Sells

1
+$332M
2
+$200M
3
+$166M
4
C icon
Citigroup
C
+$88.2M
5
BAC icon
Bank of America
BAC
+$83M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.61M 0.02%
63,000
-2,050
202
$1.55M 0.02%
73,510
+15,643
203
$1.52M 0.02%
14,375
+3,610
204
$1.52M 0.02%
55,589
+436
205
$1.5M 0.02%
213,259
+27,441
206
$1.49M 0.02%
127,165
-3,181
207
$1.49M 0.02%
18,956
+2,213
208
$1.49M 0.02%
6,530
-38
209
$1.48M 0.02%
8,542
-12,637
210
$1.47M 0.02%
+80,800
211
$1.47M 0.02%
51,406
+9,551
212
$1.47M 0.02%
43,156
+42,924
213
$1.44M 0.02%
12,436
+18
214
$1.36M 0.01%
15,967
+7,794
215
$1.3M 0.01%
+39,674
216
$1.29M 0.01%
14,689
217
$1.27M 0.01%
3,687
218
$1.27M 0.01%
39,313
-38,135
219
$1.25M 0.01%
10,220
-700
220
$1.24M 0.01%
35,646
+30,240
221
$1.23M 0.01%
3,273
-14
222
$1.19M 0.01%
12,554
+308
223
$1.18M 0.01%
21,723
-902
224
$1.16M 0.01%
101,549
-3,151
225
$1.12M 0.01%
19,676
+7,782
7 8
9
10 11