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
$4.4B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$73.8M
3
+$47.1M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$41.3M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$20.7M

Top Sells

1
+$124M
2
+$40.2M
3
+$31.6M
4
MA icon
Mastercard
MA
+$28.6M
5
IYT icon
iShares US Transportation ETF
IYT
+$23.3M

Sector Composition

1 Healthcare 15.11%
2 Technology 11.22%
3 Financials 10.54%
4 Communication Services 3.46%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$332M 7.55%
8,139,582
+424,252
2
$269M 6.1%
6,922,373
+480,500
3
$207M 4.7%
931,052
-32,417
4
$192M 4.36%
5,775,753
+2,221,695
5
$139M 3.17%
1,846,993
+623,370
6
$138M 3.13%
1,750,213
+77,000
7
$130M 2.96%
1,645,414
+7,265
8
$106M 2.4%
1,628,219
+1,417,667
9
$96M 2.18%
1,199,240
-7,536
10
$95.2M 2.16%
3,952,112
+28,901
11
$92.3M 2.1%
3,802,694
+272,183
12
$90.9M 2.06%
602,107
-131,968
13
$89M 2.02%
2,940,512
+222,971
14
$84M 1.91%
937,048
+461,229
15
$81.1M 1.84%
574,672
+67,877
16
$77.2M 1.75%
1,314,918
-156,370
17
$75.8M 1.72%
1,909,408
+12,614
18
$68.9M 1.56%
1,242,678
+142,018
19
$67.7M 1.54%
304,945
+53,969
20
$53.8M 1.22%
2,464,554
-13,328
21
$47.9M 1.09%
916,840
+252,010
22
$47.2M 1.07%
725,465
+15
23
$45.5M 1.03%
649,215
-958
24
$45.4M 1.03%
91,492
-289
25
$43.9M 1%
401,961
-10,003
1
2 3 4 5