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
$3.94B
AUM Growth
+$444M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$107M
3
+$84.8M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$72.4M
5
VTRS icon
Viatris
VTRS
+$54.2M

Top Sells

1
+$118M
2
+$95.5M
3
+$77.8M
4
ITB icon
iShares US Home Construction ETF
ITB
+$67M
5
PRGO icon
Perrigo
PRGO
+$56.2M

Sector Composition

1 Healthcare 14.91%
2 Technology 11.67%
3 Financials 8.58%
4 Communication Services 3.53%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$406M 10.32%
1,978,940
-464,946
2
$228M 5.78%
5,970,200
+1,420,000
3
$165M 4.2%
4,564,560
+801,106
4
$156M 3.96%
4,354,308
+91,038
5
$136M 3.46%
1,121,322
+21,039
6
$126M 3.19%
1,821,662
+1,607,013
7
$119M 3.01%
1,425,772
-675,677
8
$117M 2.96%
1,696,713
+10,500
9
$107M 2.73%
+5,054,948
10
$107M 2.72%
3,072,582
+14,350
11
$93.6M 2.38%
4,368,866
+3,958,833
12
$88.8M 2.26%
771,892
+326,811
13
$84.5M 2.15%
1,575,394
-26,658
14
$75.9M 1.93%
337,481
+29,209
15
$73M 1.85%
2,645,830
+400,620
16
$72.8M 1.85%
2,151,215
+42,010
17
$72.4M 1.84%
+3,585,369
18
$64.8M 1.65%
1,868,239
-3,396,200
19
$61.2M 1.55%
882,696
+389,572
20
$60.4M 1.53%
682,356
+144,528
21
$58.2M 1.48%
563,643
+181,093
22
$51.9M 1.32%
942,124
-35,850
23
$51.6M 1.31%
650,570
+265,245
24
$51.2M 1.3%
1,252,857
+50,000
25
$50.7M 1.29%
600,000
-300,000
1
2 3 4 5