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
$4.33B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$87.1M
3
+$65.3M
4
MSFT icon
Microsoft
MSFT
+$52M
5
BUG icon
Global X Cybersecurity ETF
BUG
+$42.8M

Top Sells

1
+$108M
2
+$91.2M
3
+$89.8M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$88.1M
5
ITB icon
iShares US Home Construction ETF
ITB
+$72.5M

Sector Composition

1 Technology 26.67%
2 Healthcare 6.65%
3 Financials 6.12%
4 Communication Services 4.26%
5 Industrials 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$310M 7.17%
4,767,073
+580,000
2
$270M 6.24%
2,513,651
+935,241
3
$266M 6.16%
3,851,560
-897,610
4
$249M 5.76%
1,206,675
+3,976
5
$216M 4.99%
1,241,561
-326,012
6
$178M 4.12%
23,646,440
+299,880
7
$153M 3.53%
4,532,008
-1,073,865
8
$127M 2.94%
1,714,464
-1,451,263
9
$123M 2.85%
1,051,685
10
$90.4M 2.09%
1,123,526
-15,450
11
$87.1M 2.01%
+2,420,000
12
$76.4M 1.77%
284,281
+9,406
13
$68.1M 1.57%
785,110
-25,670
14
$66.4M 1.53%
195,179
+152,996
15
$65.6M 1.52%
1,789,447
+932,540
16
$65.3M 1.51%
+429,000
17
$62.7M 1.45%
297,000
18
$60.1M 1.39%
1,959,039
+40,000
19
$59.5M 1.38%
492,225
+125,087
20
$55.6M 1.29%
548,882
+148,088
21
$54.6M 1.26%
1,531,973
22
$54.2M 1.25%
319,028
-537,124
23
$53.3M 1.23%
417,840
-95,176
24
$47.7M 1.1%
559,065
-28,105
25
$47.3M 1.09%
722,224
+66,575
1
2 3 4 5