MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.5B
AUM Growth
+$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$134M
2
+$91.3M
3
+$62.9M
4
ITB icon
iShares US Home Construction ETF
ITB
+$53M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$40.4M

Top Sells

1
+$179M
2
+$106M
3
+$90.4M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$75.8M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$71.4M

Sector Composition

1 Technology 21.08%
2 Healthcare 5.45%
3 Communication Services 3.91%
4 Industrials 3.34%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$359M 7.98%
2,881,433
+169,787
2
$257M 5.73%
2,621,265
-418,415
3
$231M 5.14%
1,202,511
+39,864
4
$231M 5.13%
6,748,384
-98,610
5
$211M 4.7%
2,413,486
+461,679
6
$197M 4.38%
21,596,560
+216,360
7
$161M 3.59%
2,165,328
-25,739
8
$134M 2.99%
+2,830,000
9
$132M 2.93%
495,474
-1,604
10
$109M 2.43%
1,805,735
+875,235
11
$105M 2.34%
371,402
-19,981
12
$103M 2.3%
2,153,050
-571
13
$98.5M 2.19%
1,138,976
+57,600
14
$91.3M 2.03%
+1,100,000
15
$87.7M 1.95%
864,000
+304,000
16
$85.9M 1.91%
1,051,685
17
$85.7M 1.91%
2,182,845
-1,054,491
18
$84.8M 1.89%
956,006
+283,171
19
$74.7M 1.66%
1,459,570
-165,925
20
$69.8M 1.55%
1,248,510
+503,290
21
$65.3M 1.45%
926,855
-2,540,977
22
$62.9M 1.4%
+330,000
23
$62.5M 1.39%
182,071
+1,977
24
$59.1M 1.32%
561,000
+8,500
25
$56.9M 1.27%
668,781
+7,472
1
2 3 4 5