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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$38.3M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.64%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$249K ﹤0.01%
3,710
202
$240K ﹤0.01%
5,679
-642
203
$236K ﹤0.01%
12,227
+7,162
204
$229K ﹤0.01%
63
+1
205
$224K ﹤0.01%
5,456
-5,221
206
$212K ﹤0.01%
3,164
-23,691
207
$209K ﹤0.01%
4,700
+490
208
$208K ﹤0.01%
8,735
+5,723
209
$193K ﹤0.01%
19,335
210
$188K ﹤0.01%
1,300
211
$183K ﹤0.01%
478
-81,500
212
$176K ﹤0.01%
1,001
-2,924
213
$172K ﹤0.01%
7,900
+382
214
$166K ﹤0.01%
9,066
+349
215
$154K ﹤0.01%
3,226
-1,268
216
$154K ﹤0.01%
+1,875
217
$153K ﹤0.01%
7,445
-99,544
218
$148K ﹤0.01%
10,620
-45,750
219
$146K ﹤0.01%
192
-1,390
220
$142K ﹤0.01%
3,845
-765
221
$133K ﹤0.01%
8,651
-3,766
222
$129K ﹤0.01%
2,533
-31
223
$123K ﹤0.01%
1,312
+12
224
$122K ﹤0.01%
321
225
$122K ﹤0.01%
488
-3,143
7 8
9
10 11