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
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$71.4M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$279K 0.01%
1,315
202
$274K 0.01%
5,450
203
$273K 0.01%
16,900
-14,350
204
$270K 0.01%
1,635
+489
205
$269K 0.01%
29,381
206
$256K 0.01%
9,365
-18,275
207
$256K 0.01%
1,200
208
$250K 0.01%
24,531
209
$236K 0.01%
10,140
+440
210
$234K 0.01%
3,595
211
$228K 0.01%
+1,610
212
$220K ﹤0.01%
5,000
+4,000
213
$219K ﹤0.01%
1,510
+370
214
$206K ﹤0.01%
6,324
-655
215
$206K ﹤0.01%
6,315
+140
216
$202K ﹤0.01%
7,950
217
$200K ﹤0.01%
2,960
218
$195K ﹤0.01%
4,900
-3,400
219
$194K ﹤0.01%
+5,795
220
$191K ﹤0.01%
19,906
+34
221
$181K ﹤0.01%
1,621
-14,624
222
$180K ﹤0.01%
4,710
223
$179K ﹤0.01%
4,305
-113
224
$177K ﹤0.01%
9,939
-213
225
$176K ﹤0.01%
3,036
-10,105
7 8
9
10 11