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
$5.73B
AUM Growth
-$4.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$111M
3
+$93.2M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$71.8M
5
AVGO icon
Broadcom
AVGO
+$67.6M

Top Sells

1
+$634M
2
+$445M
3
+$234M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$169M
5
AAPL icon
Apple
AAPL
+$169M

Sector Composition

1 Technology 28.97%
2 Industrials 9.25%
3 Financials 8%
4 Communication Services 7.8%
5 Healthcare 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$228M 3.98%
1,043,227
-138,769
2
$196M 3.42%
20,866,560
+1,660
3
$193M 3.37%
2,116,651
+43,000
4
$172M 2.99%
1,253,454
-723,921
5
$170M 2.96%
918,870
+44,426
6
$152M 2.64%
1,085,260
-1,126,680
7
$148M 2.58%
2,147,145
-743,465
8
$133M 2.32%
413,804
-114,940
9
$127M 2.22%
729,024
-967,882
10
$126M 2.2%
408,304
-370,113
11
$125M 2.17%
+1,590,000
12
$120M 2.1%
4,401,690
-717,110
13
$120M 2.09%
288,046
+64,970
14
$116M 2.02%
2,325,632
15
$113M 1.97%
1,037,585
-60,000
16
$111M 1.93%
1,000,140
+1,000,000
17
$99.6M 1.74%
1,922,950
+8,150
18
$98.5M 1.72%
271,406
+256,832
19
$95.6M 1.67%
1,168,176
-187,750
20
$95M 1.66%
1,490,773
-65,000
21
$94.2M 1.64%
899,359
+1,870
22
$90.6M 1.58%
255,000
-65,000
23
$88.2M 1.54%
2,298,943
+1,662,206
24
$86M 1.5%
386,648
-241,184
25
$82.9M 1.45%
1,246,296
-60,864
1
2 3 4 5