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
$4.97B
AUM Growth
+$291M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$220M
2
+$169M
3
+$97.2M
4
TAN icon
Invesco Solar ETF
TAN
+$58.8M
5
PLD icon
Prologis
PLD
+$41.1M

Top Sells

1
+$152M
2
+$143M
3
+$107M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$89.3M
5
AVGO icon
Broadcom
AVGO
+$87.2M

Sector Composition

1 Technology 23.01%
2 Communication Services 7.61%
3 Healthcare 7.09%
4 Consumer Discretionary 6.42%
5 Financials 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$349M 7.03%
3,062,313
-1,333,929
2
$302M 6.08%
28,919,540
+1,860,000
3
$278M 5.61%
3,431,445
+80,000
4
$231M 4.65%
1,158,474
-171
5
$220M 4.44%
+5,500,000
6
$184M 3.7%
1,210,725
+9,082
7
$184M 3.7%
955,098
-740,586
8
$169M 3.41%
2,670,470
+2,669,376
9
$155M 3.13%
2,137,073
10
$147M 2.96%
1,070,485
+33,800
11
$133M 2.69%
947,218
+196,492
12
$121M 2.43%
674,128
+51,721
13
$100M 2.02%
283,592
-2,184
14
$97.2M 1.96%
+2,786,090
15
$95.9M 1.93%
2,551,196
-443,541
16
$79.2M 1.6%
1,045,526
-13,000
17
$75.5M 1.52%
723,451
+4,569
18
$71M 1.43%
2,299,039
+260,000
19
$68M 1.37%
180,831
-72,304
20
$67.5M 1.36%
457,862
-166,844
21
$65.8M 1.33%
948,973
-179,000
22
$64.3M 1.29%
166,656
+20,018
23
$58.9M 1.19%
1,104,500
+1,103,000
24
$53.5M 1.08%
599,007
-810,193
25
$53.2M 1.07%
1,743,806
+450,000
1
2 3 4 5