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
$9.92B
AUM Growth
+$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
759
New
Increased
Reduced
Closed

Top Buys

1
+$632M
2
+$112M
3
+$94M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$69.8M
5
DE icon
Deere & Co
DE
+$69.4M

Top Sells

1
+$553M
2
+$101M
3
+$96.4M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$93.6M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$73.8M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 11.82%
3 Financials 9.71%
4 Communication Services 6.93%
5 Industrials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$781M 7.87%
2,177,897
+158,850
2
$632M 6.37%
+7,092,910
3
$332M 3.34%
6,392,713
+2,156,850
4
$287M 2.9%
1,318,224
+15,000
5
$257M 2.59%
3,763,070
-394,185
6
$236M 2.38%
1,523,300
-288,720
7
$229M 2.31%
797,044
-116,959
8
$229M 2.3%
19,789,946
-5,849
9
$209M 2.11%
2,024,500
-6,240
10
$188M 1.89%
2,912,000
+1,460,000
11
$172M 1.73%
584,059
+135,996
12
$169M 1.7%
1,714,176
-1,028,901
13
$153M 1.55%
650,759
+69,496
14
$153M 1.54%
1,542,281
-20,000
15
$149M 1.51%
980,691
+82,700
16
$146M 1.47%
3,773,011
+1,220,134
17
$119M 1.2%
1,514,419
-54,138
18
$114M 1.15%
934,984
-791,320
19
$112M 1.13%
2,764,120
20
$110M 1.11%
903,324
-599,363
21
$108M 1.09%
1,184,013
+95,000
22
$96.6M 0.97%
3,590,000
+1,969,500
23
$94M 0.95%
1,292,303
+207,235
24
$93.4M 0.94%
384,711
+73,925
25
$91.2M 0.92%
1,939,281
-70,719
1
2 3 4 5