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
$10.4B
AUM Growth
+$854M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$129M
3
+$116M
4
MA icon
Mastercard
MA
+$75.8M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$71.8M

Top Sells

1
+$139M
2
+$113M
3
+$94.3M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$93.9M
5
KBWB icon
Invesco KBW Bank ETF
KBWB
+$78.2M

Sector Composition

1 Technology 24.2%
2 Consumer Discretionary 10.36%
3 Industrials 9.3%
4 Communication Services 8.47%
5 Financials 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$697M 6.73%
1,522,179
-205,029
2
$445M 4.29%
4,950,253
+1,290,000
3
$359M 3.47%
1,181,996
-41,000
4
$320M 3.09%
2,211,940
+13,860
5
$301M 2.91%
1,696,906
+191,473
6
$289M 2.79%
1,735,700
+89,520
7
$279M 2.69%
1,977,375
+1,010,375
8
$262M 2.53%
778,417
+46,437
9
$230M 2.22%
2,890,610
+187,905
10
$211M 2.04%
627,832
+74,049
11
$179M 1.73%
874,444
+315,999
12
$178M 1.71%
1,166,161
-210,000
13
$167M 1.61%
20,864,900
-419,655
14
$161M 1.55%
1,097,585
-111,428
15
$151M 1.45%
5,118,800
+690,660
16
$148M 1.43%
528,744
-78,098
17
$136M 1.31%
2,442,887
+2,321,187
18
$133M 1.28%
840,233
-48,329
19
$122M 1.18%
2,073,651
-673,168
20
$120M 1.16%
5,787,912
+787,912
21
$118M 1.14%
750,162
-141,413
22
$116M 1.12%
1,980,000
+415,000
23
$116M 1.12%
2,604,480
-559,280
24
$113M 1.09%
1,914,800
-22,195
25
$112M 1.08%
185,836
-2,894
1
2 3 4 5