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
$4.52B
AUM Growth
+$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
571
New
Increased
Reduced
Closed

Top Buys

1
+$200M
2
+$118M
3
+$92.5M
4
XME icon
SPDR S&P Metals & Mining ETF
XME
+$89.8M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$74.7M

Top Sells

1
+$198M
2
+$136M
3
+$119M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$105M
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$90.6M

Sector Composition

1 Technology 23.16%
2 Healthcare 6.38%
3 Industrials 4.99%
4 Communication Services 4.51%
5 Utilities 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$289M 6.4%
4,749,170
+3,289,600
2
$275M 6.09%
1,202,699
+188
3
$243M 5.37%
4,187,073
+2,034,023
4
$237M 5.23%
1,567,573
-1,313,860
5
$237M 5.23%
3,165,727
+1,000,399
6
$207M 4.57%
23,346,560
+1,750,000
7
$180M 3.99%
5,605,873
-1,142,511
8
$160M 3.53%
1,578,410
-1,042,855
9
$128M 2.83%
856,152
+618,411
10
$110M 2.43%
1,051,685
11
$96.6M 2.14%
1,138,976
12
$89.8M 1.99%
+1,690,000
13
$88.1M 1.95%
1,155,590
+55,590
14
$83.4M 1.84%
274,875
-96,527
15
$76M 1.68%
1,919,039
16
$73.3M 1.62%
566,615
+530,312
17
$72.5M 1.6%
1,030,735
-775,000
18
$69.7M 1.54%
605,230
+605,000
19
$68.5M 1.52%
323,460
+128,776
20
$63.8M 1.41%
770,458
-1,643,028
21
$63.1M 1.4%
297,000
-33,000
22
$60.2M 1.33%
365,162
-61,182
23
$57.6M 1.27%
1,155,000
-1,675,000
24
$57.4M 1.27%
2,063,150
25
$52M 1.15%
810,780
-437,730
1
2 3 4 5