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
$4.18B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$56.6M
3
+$47.6M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$44.4M
5
DFJ icon
WisdomTree Japan SmallCap Dividend Fund
DFJ
+$43.4M

Top Sells

1
+$220M
2
+$107M
3
+$84.4M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$83.3M
5
BABA icon
Alibaba
BABA
+$54.4M

Sector Composition

1 Healthcare 12.31%
2 Financials 11.01%
3 Technology 10.75%
4 Communication Services 3.94%
5 Consumer Discretionary 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$306M 7.33%
7,715,330
+3,361,022
2
$251M 6%
6,441,873
+471,673
3
$208M 4.98%
963,469
-1,015,471
4
$135M 3.22%
6,522,309
+1,467,361
5
$122M 2.91%
1,638,149
-183,513
6
$114M 2.73%
3,554,058
-1,010,502
7
$114M 2.72%
1,673,213
-23,500
8
$104M 2.49%
734,075
-37,817
9
$96.2M 2.3%
1,206,776
+556,206
10
$89.3M 2.13%
3,923,211
-445,655
11
$86.2M 2.06%
2,717,541
+71,711
12
$84M 2.01%
1,471,288
-104,106
13
$83.3M 1.99%
3,530,511
+2,019,074
14
$81.2M 1.94%
1,223,623
-202,149
15
$79.8M 1.91%
2,142,775
-8,440
16
$73M 1.75%
1,896,794
+28,555
17
$68.7M 1.64%
506,795
-614,527
18
$61.3M 1.46%
1,100,660
+158,536
19
$57.7M 1.38%
250,976
+168,440
20
$56.6M 1.35%
+91,781
21
$55.6M 1.33%
625,893
-256,803
22
$51.1M 1.22%
2,477,882
-54,500
23
$49.6M 1.19%
209,510
-127,971
24
$48.5M 1.16%
431,515
-132,128
25
$48.2M 1.15%
1,999,000
-1,586,369
1
2 3 4 5