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
$9.54B
AUM Growth
-$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
704
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$68.8M
3
+$66.3M
4
TSLA icon
Tesla
TSLA
+$54.4M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$47.7M

Top Sells

1
+$332M
2
+$200M
3
+$166M
4
C icon
Citigroup
C
+$88.2M
5
BAC icon
Bank of America
BAC
+$83M

Sector Composition

1 Technology 23.54%
2 Consumer Discretionary 9.15%
3 Financials 8.1%
4 Communication Services 8.01%
5 Industrials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$857M 8.99%
2,148,812
-29,085
2
$458M 4.8%
4,934,660
-2,158,250
3
$336M 3.52%
4,302,455
+539,385
4
$320M 3.36%
1,293,250
-24,974
5
$284M 2.97%
1,649,180
+125,880
6
$266M 2.79%
2,120,380
+95,880
7
$211M 2.21%
762,729
-34,315
8
$208M 2.19%
769,549
+118,790
9
$199M 2.09%
1,454,934
+551,610
10
$196M 2.06%
19,790,036
+90
11
$192M 2.02%
553,446
-30,613
12
$187M 1.96%
1,502,281
-40,000
13
$136M 1.42%
6,786,920
+21,240
14
$127M 1.33%
1,234,013
+50,000
15
$126M 1.32%
2,795,550
16
$126M 1.32%
1,932,000
-980,000
17
$124M 1.3%
424,548
+39,837
18
$116M 1.21%
4,790,000
+1,200,000
19
$112M 1.17%
2,590,845
+764,000
20
$107M 1.13%
1,170,142
+66,736
21
$107M 1.12%
1,536,407
+21,988
22
$107M 1.12%
281,019
+19,852
23
$103M 1.08%
2,200,521
+450,576
24
$102M 1.07%
654,022
-326,669
25
$99.8M 1.05%
792,000
+379,020
1
2 3 4 5