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
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$284K ﹤0.01%
5,650
202
$276K ﹤0.01%
2,670
-1,524
203
$269K ﹤0.01%
+7,060
204
$263K ﹤0.01%
+9,400
205
$250K ﹤0.01%
+504
206
$245K ﹤0.01%
+12,570
207
$244K ﹤0.01%
570
-79
208
$241K ﹤0.01%
896
+888
209
$235K ﹤0.01%
4,920
-900
210
$233K ﹤0.01%
2,640
211
$228K ﹤0.01%
+1,337
212
$219K ﹤0.01%
1,850
213
$210K ﹤0.01%
4,672
+4,463
214
$209K ﹤0.01%
5,737
+5,480
215
$209K ﹤0.01%
+8,988
216
$209K ﹤0.01%
4,475
+4,275
217
$205K ﹤0.01%
3,935
218
$201K ﹤0.01%
3,680
-830
219
$200K ﹤0.01%
+344
220
$199K ﹤0.01%
1,300
221
$198K ﹤0.01%
+4,450
222
$186K ﹤0.01%
1,109
223
$184K ﹤0.01%
+18,463
224
$183K ﹤0.01%
+2,014
225
$179K ﹤0.01%
+4,717
7 8
9
10 11