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
$8.47B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$177M
3
+$84.7M
4
AMZN icon
Amazon
AMZN
+$76.4M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$55M

Top Sells

1
+$87.5M
2
+$69.4M
3
+$40.7M
4
EQIX icon
Equinix
EQIX
+$36M
5
JETS icon
US Global Jets ETF
JETS
+$35.8M

Sector Composition

1 Technology 21.75%
2 Financials 9.43%
3 Consumer Discretionary 9.03%
4 Communication Services 6.41%
5 Healthcare 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$714M 8.44%
2,019,047
-3,505
2
$553M 6.53%
2,821,875
+1,110,500
3
$370M 4.36%
1,303,224
-20,050
4
$295M 3.49%
1,812,020
+468,840
5
$294M 3.48%
4,157,255
+240,070
6
$292M 3.44%
914,003
-95,735
7
$243M 2.87%
2,743,077
-120,000
8
$199M 2.35%
1,502,687
+70,223
9
$191M 2.26%
19,795,795
+2,309,305
10
$189M 2.23%
1,726,304
+476,200
11
$178M 2.1%
2,030,740
-17,420
12
$177M 2.09%
+4,235,863
13
$142M 1.67%
1,568,557
+510,727
14
$139M 1.64%
1,562,281
-12,000
15
$129M 1.53%
581,263
+50,578
16
$122M 1.45%
448,063
-116,215
17
$119M 1.4%
1,045,300
+746,700
18
$114M 1.35%
897,991
+113,679
19
$110M 1.29%
2,764,120
+890,000
20
$104M 1.23%
648,645
-8,855
21
$98M 1.16%
1,452,280
-100,420
22
$84.3M 1%
1,748,823
+364,029
23
$81.9M 0.97%
2,010,000
+1,350,000
24
$80.5M 0.95%
412,553
-15,000
25
$80.1M 0.95%
1,452,000
-432,000
1
2 3 4 5