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
$3.91B
AUM Growth
-$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
767
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$60.6M
3
+$57.1M
4
IFF icon
International Flavors & Fragrances
IFF
+$40.6M
5
AMZN icon
Amazon
AMZN
+$32.5M

Top Sells

1
+$293M
2
+$135M
3
+$96M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$52.6M
5
AAPL icon
Apple
AAPL
+$51.1M

Sector Composition

1 Technology 16.71%
2 Consumer Discretionary 6.89%
3 Healthcare 6.66%
4 Financials 6.11%
5 Communication Services 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$295M 7.55%
7,603,975
+5,000
2
$288M 7.36%
1,365,481
+597,141
3
$223M 5.7%
8,071,330
+118,000
4
$161M 4.11%
1,172,681
-19,555
5
$148M 3.78%
3,682,824
+1,510,746
6
$132M 3.38%
849,349
+500
7
$127M 3.24%
2,464,563
-565,314
8
$98.9M 2.53%
1,044,320
+343,500
9
$98.2M 2.51%
733,010
+677
10
$71.4M 1.82%
921,651
-678,828
11
$65.1M 1.66%
1,026,959
-50,000
12
$59.5M 1.52%
308,063
-126,828
13
$57.1M 1.46%
+523,555
14
$56.7M 1.45%
1,049,940
-120,000
15
$50.2M 1.28%
1,362,276
+795,273
16
$48.9M 1.25%
235,500
+131,455
17
$48.3M 1.24%
333,000
+280,000
18
$42.7M 1.09%
252,087
+140,023
19
$40.7M 1.04%
380,138
-163,980
20
$40.4M 1.03%
944,261
21
$40.1M 1.03%
727,904
+334,320
22
$39.1M 1%
488,292
+100,000
23
$36.6M 0.94%
1,921,365
-100,000
24
$36M 0.92%
756,069
25
$35M 0.89%
95,223
+52,305
1
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