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
$7.2B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
812
New
Increased
Reduced
Closed

Top Buys

1
+$94.4M
2
+$93.7M
3
+$65.3M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$57.5M
5
JETS icon
US Global Jets ETF
JETS
+$54.4M

Top Sells

1
+$68.7M
2
+$58M
3
+$49.5M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$39.5M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$38.8M

Sector Composition

1 Technology 22.8%
2 Consumer Discretionary 9.87%
3 Financials 8.68%
4 Communication Services 7.7%
5 Healthcare 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$630M 8.75%
2,022,552
+303,256
2
$300M 4.18%
1,323,274
-105,200
3
$256M 3.56%
1,711,375
+435,875
4
$244M 3.39%
3,917,185
+427,840
5
$241M 3.34%
1,009,738
-52,073
6
$220M 3.06%
2,863,077
+410,000
7
$211M 2.94%
1,343,180
-5,540
8
$166M 2.31%
1,432,464
+133,860
9
$158M 2.19%
17,486,490
-4,386,500
10
$150M 2.09%
2,048,160
-191,840
11
$148M 2.05%
564,278
-69,312
12
$112M 1.55%
530,685
+10,319
13
$109M 1.51%
1,250,104
+135,000
14
$102M 1.42%
1,574,281
+111,529
15
$102M 1.41%
1,795,000
-300,000
16
$99.5M 1.38%
1,552,700
+154,475
17
$96.6M 1.34%
657,500
-264,050
18
$93.7M 1.3%
+1,884,000
19
$86.6M 1.2%
7,133,045
+2,285,457
20
$84.9M 1.18%
1,430,000
-366,000
21
$84.4M 1.17%
1,237,406
-440,867
22
$75.5M 1.05%
784,312
+162,420
23
$73.1M 1.02%
146,228
-149
24
$72.8M 1.01%
1,457,682
+1,151,838
25
$70.8M 0.98%
5,235,720
+75,440
1
2 3 4 5