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
$4.22B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$64.7M
3
+$41.9M
4
AAPL icon
Apple
AAPL
+$26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$19.7M

Top Sells

1
+$332M
2
+$110M
3
+$46.3M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$37.2M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$27.3M

Sector Composition

1 Technology 14.22%
2 Healthcare 11.43%
3 Financials 10.6%
4 Communication Services 4.16%
5 Industrials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$198M 4.69%
6,315,890
-606,483
2
$167M 3.95%
6,461,900
+2,509,788
3
$166M 3.92%
+3,065,098
4
$151M 3.58%
1,855,593
+210,179
5
$142M 3.37%
1,750,213
6
$129M 3.07%
849,683
+275,011
7
$110M 2.6%
1,299,867
-547,126
8
$108M 2.56%
633,718
+31,611
9
$107M 2.53%
1,333,270
+134,030
10
$106M 2.52%
6,035,644
+259,891
11
$105M 2.48%
454,774
-476,278
12
$92.4M 2.19%
1,354,586
-273,633
13
$83.6M 1.98%
3,299,695
-502,999
14
$72.3M 1.71%
304,954
+9
15
$70.3M 1.66%
780,108
-156,940
16
$68.5M 1.62%
1,122,309
-192,609
17
$66.2M 1.57%
1,503,591
-405,817
18
$66M 1.56%
1,879,879
-1,060,633
19
$59.5M 1.41%
793,056
+143,841
20
$57.6M 1.36%
1,158,992
-83,686
21
$57.3M 1.36%
2,455,893
-8,661
22
$49.6M 1.17%
1,613,889
+625,025
23
$49.4M 1.17%
916,866
+26
24
$47.6M 1.13%
992,480
+156,920
25
$46M 1.09%
403,001
+1,040
1
2 3 4 5