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
$4.03B
AUM Growth
-$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
598
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$52.5M
3
+$19.9M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$14.7M
5
PYPL icon
PayPal
PYPL
+$12.6M

Top Sells

1
+$122M
2
+$59.7M
3
+$45.9M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$43.8M
5
BAC icon
Bank of America
BAC
+$41.8M

Sector Composition

1 Technology 14.9%
2 Healthcare 9.17%
3 Financials 8.79%
4 Industrials 5.22%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174M 4.31%
6,460,256
-1,644
2
$158M 3.93%
2,783,175
-281,923
3
$155M 3.85%
1,687,524
-62,689
4
$150M 3.72%
909,841
+60,158
5
$145M 3.6%
3,430,389
-2,885,501
6
$129M 3.2%
1,557,982
-297,611
7
$120M 2.98%
489,704
+34,930
8
$115M 2.84%
1,444,657
+111,387
9
$113M 2.81%
1,299,747
-120
10
$104M 2.58%
1,374,944
+760,191
11
$103M 2.56%
585,814
-47,904
12
$83.7M 2.08%
1,040,154
+247,098
13
$79M 1.96%
1,093,403
-261,183
14
$69.5M 1.72%
1,086,192
-36,117
15
$60.6M 1.5%
614,265
-165,843
16
$59.2M 1.47%
2,457,000
+1,107
17
$56.2M 1.39%
954,752
+892,909
18
$55.7M 1.38%
1,885,220
-1,414,475
19
$55M 1.36%
1,614,585
+696
20
$54.7M 1.36%
2,885,145
-3,150,499
21
$52.3M 1.3%
205,472
-99,482
22
$48.7M 1.21%
802,148
-356,844
23
$48.4M 1.2%
924,460
-68,020
24
$44.6M 1.11%
430,630
+27,629
25
$44.6M 1.11%
1,304,565
-575,314
1
2 3 4 5