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
$3.49B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$126M
3
+$81.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$51.9M
5
CHKP icon
Check Point Software Technologies
CHKP
+$38.8M

Top Sells

1
+$170M
2
+$118M
3
+$71.8M
4
VTRS icon
Viatris
VTRS
+$56.9M
5
AAPL icon
Apple
AAPL
+$54.2M

Sector Composition

1 Healthcare 18.97%
2 Technology 12.17%
3 Financials 7.7%
4 Communication Services 3.62%
5 Utilities 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$486M 13.9%
2,443,886
-179,225
2
$200M 5.73%
5,264,439
+959,410
3
$194M 5.55%
2,101,449
-221,885
4
$173M 4.97%
4,550,200
-1,493,000
5
$173M 4.96%
3,763,454
-3,703,454
6
$160M 4.59%
4,263,270
+4,102,194
7
$132M 3.79%
1,100,283
+1,048,063
8
$113M 3.23%
1,686,213
9
$101M 2.88%
3,058,232
+768,432
10
$96.1M 2.75%
1,587,791
+1,346,605
11
$90M 2.58%
3,265,441
+8,061
12
$77.6M 2.22%
1,602,052
-13,000
13
$71.6M 2.05%
2,109,205
-448,330
14
$69.8M 2%
900,000
+500,000
15
$67M 1.92%
308,272
+76,810
16
$63M 1.8%
2,245,210
+676,190
17
$57.1M 1.63%
445,081
-84,426
18
$52M 1.49%
1,202,857
+281,750
19
$51.9M 1.49%
+537,828
20
$48.9M 1.4%
4,617,768
-42,232
21
$43.3M 1.24%
977,974
-232,756
22
$40.8M 1.17%
493,124
-4,411
23
$39.9M 1.14%
429,393
+2,458
24
$38.9M 1.11%
382,550
+2,134
25
$37.6M 1.08%
1,963,000
1
2 3 4 5