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
$4.21B
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$29.1M
3
+$26.9M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$25.5M
5
NFLX icon
Netflix
NFLX
+$22.9M

Top Sells

1
+$65.1M
2
+$57.9M
3
+$36.8M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$31.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$30.8M

Sector Composition

1 Technology 14.69%
2 Financials 7.83%
3 Industrials 7.49%
4 Communication Services 6.66%
5 Healthcare 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$258M 6.14%
1,421,224
+140,470
2
$186M 4.41%
7,244,131
+515,517
3
$180M 4.28%
2,307,840
+100,604
4
$130M 3.09%
1,252,399
-292,724
5
$122M 2.9%
2,322,954
-1,240,401
6
$115M 2.73%
1,378,516
-81,673
7
$103M 2.45%
942,985
-184,355
8
$98.5M 2.34%
507,100
-189,558
9
$77.1M 1.83%
1,076,776
-191,220
10
$76.5M 1.82%
1,491,062
-29,222
11
$67.1M 1.59%
1,202,440
-2,780
12
$66M 1.57%
777,100
+37,760
13
$63M 1.5%
1,743,285
-142,709
14
$58.1M 1.38%
1,092,653
-16,311
15
$56.9M 1.35%
739,321
-313,373
16
$55.4M 1.32%
759,971
-364,073
17
$54.1M 1.29%
2,226,057
-605,088
18
$53.3M 1.27%
701,611
-762,164
19
$52.1M 1.24%
528,587
+47,130
20
$51.1M 1.21%
1,527,384
+490,620
21
$46.2M 1.1%
1,637,276
-248,591
22
$43.7M 1.04%
453,494
+338,534
23
$41.4M 0.98%
376,067
-1,975
24
$41.1M 0.98%
104,893
+58,524
25
$38.7M 0.92%
634,935
+682
1
2 3 4 5