MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$268K ﹤0.01%
494
-10
202
$245K ﹤0.01%
12,570
203
$241K ﹤0.01%
4,170
-750
204
$235K ﹤0.01%
4,503
-1,954
205
$232K ﹤0.01%
2,331
-309
206
$230K ﹤0.01%
257
-659
207
$226K ﹤0.01%
3,635
-300
208
$221K ﹤0.01%
1,023
-1,065
209
$220K ﹤0.01%
1,300
210
$211K ﹤0.01%
2,980
-700
211
$195K ﹤0.01%
1,850
212
$192K ﹤0.01%
2,780
-340,609
213
$191K ﹤0.01%
193
+40
214
$186K ﹤0.01%
5,000
215
$164K ﹤0.01%
1,520
+43
216
$159K ﹤0.01%
1,109
217
$145K ﹤0.01%
25
218
$140K ﹤0.01%
1,723
-1,446,925
219
$137K ﹤0.01%
+3,450
220
$137K ﹤0.01%
2,308
221
$134K ﹤0.01%
3,359
222
$128K ﹤0.01%
1,240
+600
223
$124K ﹤0.01%
5,000
-3,126
224
$120K ﹤0.01%
2,000
225
$115K ﹤0.01%
721
-616
7 8
9
10 11