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
$4.18B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$127M
3
+$110M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$58.2M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$48.4M

Top Sells

1
+$819M
2
+$84.3M
3
+$47.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$40.9M
5
AMZN icon
Amazon
AMZN
+$39.6M

Sector Composition

1 Technology 15.71%
2 Healthcare 6.55%
3 Financials 5.26%
4 Communication Services 5.15%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$311M 7.44%
3,899,823
+607,130
2
$288M 6.89%
7,598,975
+2,905,540
3
$204M 4.89%
7,953,330
-1,336,679
4
$157M 3.75%
3,029,877
-15,837,218
5
$154M 3.69%
768,340
-204,032
6
$146M 3.5%
1,192,236
-23,518
7
$137M 3.27%
2,351,961
+2,349,749
8
$130M 3.11%
848,849
+830,442
9
$120M 2.88%
1,312,719
+633,869
10
$120M 2.87%
1,600,479
11
$86.4M 2.07%
732,333
+141,170
12
$83.8M 2.01%
2,172,078
+307,692
13
$72.5M 1.73%
434,891
-142,999
14
$68.6M 1.64%
1,169,940
15
$65.9M 1.58%
579,082
-262,231
16
$62.3M 1.49%
700,820
-445,700
17
$59.4M 1.42%
1,076,959
+15,857
18
$57.3M 1.37%
2,021,365
+570,000
19
$54.3M 1.3%
544,118
-120,780
20
$53.7M 1.29%
3,427,995
+410,260
21
$50.3M 1.2%
1,974,153
-720,637
22
$49.5M 1.19%
1,043,056
+487,312
23
$47.1M 1.13%
1,379,778
+242,312
24
$44.7M 1.07%
1,060,880
+63,615
25
$41.8M 1%
+944,261
1
2 3 4 5