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
$4.67B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
532
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$133M
3
+$103M
4
NVDA icon
NVIDIA
NVDA
+$87M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$74.4M

Top Sells

1
+$172M
2
+$87.1M
3
+$51M
4
BUG icon
Global X Cybersecurity ETF
BUG
+$42.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$42.2M

Sector Composition

1 Technology 27.35%
2 Healthcare 8.11%
3 Financials 6.68%
4 Communication Services 6.29%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$446M 9.53%
4,396,242
+1,882,591
2
$278M 5.95%
1,695,684
+454,123
3
$276M 5.9%
27,059,540
+3,413,100
4
$229M 4.89%
3,351,445
-500,115
5
$197M 4.21%
1,158,645
-48,030
6
$153M 3.27%
1,201,643
+1,046,468
7
$140M 3%
2,137,073
-2,630,000
8
$122M 2.62%
2,817,240
+2,001,990
9
$117M 2.49%
1,036,685
-15,000
10
$103M 2.2%
+1,409,200
11
$100M 2.14%
622,407
+303,379
12
$99.3M 2.13%
2,994,737
-1,537,271
13
$99M 2.12%
750,726
+258,501
14
$85.9M 1.84%
1,247,663
-466,801
15
$85.8M 1.84%
285,776
+125,828
16
$79.9M 1.71%
253,135
+57,956
17
$74M 1.58%
1,058,526
-65,000
18
$73.2M 1.57%
624,706
+206,866
19
$72.7M 1.56%
525,418
+260,000
20
$70.2M 1.5%
1,127,973
-404,000
21
$65.3M 1.4%
786,740
+1,630
22
$62.8M 1.34%
718,882
+170,000
23
$62.5M 1.34%
2,039,039
+80,000
24
$61.2M 1.31%
422,000
-7,000
25
$61.1M 1.31%
471,811
+187,530
1
2 3 4 5