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
$4.42B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
845
New
Increased
Reduced
Closed

Top Buys

1
+$504M
2
+$209M
3
+$37.7M
4
JPM icon
JPMorgan Chase
JPM
+$31.5M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$29.5M

Top Sells

1
+$78.5M
2
+$35.6M
3
+$35.5M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$33.2M
5
EPAY
Bottomline Technologies Inc
EPAY
+$27.5M

Sector Composition

1 Technology 12.77%
2 Financials 6.48%
3 Communication Services 4.88%
4 Consumer Discretionary 4.71%
5 Healthcare 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$890M 20.11%
18,867,095
+10,688,931
2
$257M 5.8%
3,292,693
+240,128
3
$221M 5%
9,290,009
+8,758,469
4
$162M 3.67%
972,372
+149,357
5
$156M 3.52%
4,693,435
+444,760
6
$132M 2.97%
1,215,754
+3,178
7
$103M 2.33%
1,600,479
+585,703
8
$86.1M 1.95%
1,146,520
+338,120
9
$84.3M 1.91%
1,802,186
+597,302
10
$83.3M 1.88%
841,313
+136,640
11
$75.8M 1.71%
577,890
-8,683
12
$63M 1.43%
2,694,790
-3,356,005
13
$62.1M 1.4%
1,864,386
-33,174
14
$60.6M 1.37%
1,169,940
+1,620
15
$60M 1.36%
591,163
-31,447
16
$58.7M 1.33%
678,850
-248,365
17
$57.6M 1.3%
1,395,666
+427,873
18
$57.5M 1.3%
664,898
+341,148
19
$56M 1.27%
1,283,398
+1,602
20
$55.5M 1.25%
1,061,102
-22,539
21
$50.1M 1.13%
512,990
+322,427
22
$46.5M 1.05%
3,017,735
+996,310
23
$39.8M 0.9%
1,451,365
+873,244
24
$37.8M 0.85%
1,007,017
-49,044
25
$37.6M 0.85%
1,137,466
+198,539
1
2 3 4 5