MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.62B
AUM Growth
+$357M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$211M
3
+$181M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$117M
5
ITB icon
iShares US Home Construction ETF
ITB
+$87.3M

Top Sells

1
+$236M
2
+$106M
3
+$92.7M
4
KIE icon
SPDR S&P Insurance ETF
KIE
+$77.7M
5
IXC icon
iShares Global Energy ETF
IXC
+$42.3M

Sector Composition

1 Healthcare 28.7%
2 Technology 11.58%
3 Financials 5.91%
4 Communication Services 5.1%
5 Utilities 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$504M 13.93%
2,623,111
-551,666
2
$375M 10.36%
7,466,908
+3,594,209
3
$261M 7.22%
+6,043,200
4
$211M 5.82%
+2,323,334
5
$147M 4.07%
4,305,029
+958,860
6
$133M 3.67%
2,405,260
+2,121,880
7
$108M 2.98%
1,686,213
-43,700
8
$90.1M 2.49%
3,257,380
+3,156,380
9
$85.8M 2.37%
2,557,535
-2,763,150
10
$74M 2.04%
2,289,800
-1,309,980
11
$71.8M 1.99%
2,113,660
-758,200
12
$70.7M 1.95%
1,615,052
13
$60.9M 1.68%
1,760,400
+74,900
14
$60.5M 1.67%
529,507
-76,735
15
$57.3M 1.58%
1,210,730
+390,185
16
$48.7M 1.35%
231,462
-78,189
17
$48.6M 1.34%
2,033,956
-123,720
18
$44.2M 1.22%
+921,107
19
$43.5M 1.2%
4,660,000
20
$41.8M 1.15%
426,935
+33,200
21
$41.3M 1.14%
1,569,020
+1,374,780
22
$39M 1.08%
321,660
-57,130
23
$36.9M 1.02%
497,535
-127,060
24
$35.3M 0.97%
636,945
+299,055
25
$34.7M 0.96%
+600,000
1
2 3 4 5