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
$4.23B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$59.8M
3
+$56.5M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$52M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$45.6M

Top Sells

1
+$72.1M
2
+$63.6M
3
+$33.6M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$24.3M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$21M

Sector Composition

1 Technology 14.46%
2 Financials 8.7%
3 Healthcare 6.77%
4 Industrials 5.61%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 5.18%
1,280,754
+370,913
2
$208M 4.92%
3,563,355
+780,180
3
$181M 4.29%
6,728,614
+268,358
4
$173M 4.1%
2,207,236
+762,579
5
$145M 3.43%
1,545,123
-142,401
6
$119M 2.81%
1,460,189
-97,793
7
$114M 2.7%
1,127,340
+513,075
8
$111M 2.63%
696,658
+110,844
9
$98.7M 2.33%
1,463,775
+370,372
10
$94.2M 2.23%
1,267,996
-106,948
11
$93.7M 2.22%
1,124,044
-175,703
12
$85.6M 2.03%
1,052,694
+12,540
13
$79.3M 1.88%
1,520,284
+747,972
14
$77.6M 1.84%
1,885,994
-1,544,395
15
$70.6M 1.67%
2,900,149
+443,149
16
$62.5M 1.48%
1,108,964
+22,772
17
$62.2M 1.47%
1,205,220
+280,760
18
$61.8M 1.46%
1,173,638
+1,074,368
19
$56.6M 1.34%
1,885,867
+647
20
$53.5M 1.27%
739,340
+218,180
21
$51.8M 1.22%
205,496
+24
22
$49.1M 1.16%
937,445
+135,297
23
$48.4M 1.14%
2,831,145
-54,000
24
$46.4M 1.1%
191,858
-297,846
25
$43.9M 1.04%
481,457
+121,024
1
2 3 4 5