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
$4.43B
AUM Growth
-$55.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$131M
3
+$104M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$94.6M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$70.9M

Top Sells

1
+$212M
2
+$92.4M
3
+$87.4M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$78.1M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$77.3M

Sector Composition

1 Technology 19.98%
2 Healthcare 4.87%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$322M 7.27%
2,711,646
+1,608,207
2
$252M 5.69%
3,039,680
+1,253,293
3
$227M 5.13%
3,467,832
+961,812
4
$219M 4.94%
1,162,647
+38,507
5
$208M 4.69%
6,846,994
-914,037
6
$173M 3.89%
21,380,200
+1,847,280
7
$151M 3.4%
1,058,689
+497,424
8
$146M 3.3%
2,191,067
-447,144
9
$141M 3.17%
1,951,807
+481,355
10
$133M 3.01%
497,078
+487,280
11
$113M 2.55%
3,237,336
+1,812,336
12
$103M 2.33%
2,153,621
+631,573
13
$94.6M 2.13%
+1,925,000
14
$93.2M 2.1%
1,081,376
-95,100
15
$91.1M 2.06%
391,383
-4,743
16
$89.7M 2.02%
1,051,685
17
$81.3M 1.84%
1,625,495
-4,240,950
18
$72.9M 1.65%
799,543
-560,000
19
$68.1M 1.54%
561,466
-721,170
20
$64.8M 1.46%
672,835
+208,315
21
$59M 1.33%
426,627
+7,767
22
$56.6M 1.28%
552,500
+22,500
23
$55M 1.24%
1,250,806
-220,000
24
$52.9M 1.19%
631,215
+115
25
$52.8M 1.19%
180,094
-474
1
2 3 4 5