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
$6.25B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
531
New
Increased
Reduced
Closed

Top Buys

1
+$443M
2
+$153M
3
+$107M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$101M
5
DIS icon
Walt Disney
DIS
+$84.4M

Top Sells

1
+$169M
2
+$162M
3
+$99.6M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$38.3M
5
KBE icon
SPDR S&P Bank ETF
KBE
+$35.9M

Sector Composition

1 Technology 27.67%
2 Communication Services 8.32%
3 Healthcare 7.33%
4 Financials 6.09%
5 Consumer Discretionary 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$443M 7.1%
+5,212,510
2
$421M 6.74%
29,857,800
+938,260
3
$358M 5.74%
1,375,463
+216,989
4
$306M 4.9%
3,592,445
+161,000
5
$286M 4.58%
2,271,251
-791,062
6
$281M 4.5%
3,445,321
+1,308,248
7
$203M 3.25%
1,127,562
-83,163
8
$198M 3.17%
1,115,485
+45,000
9
$196M 3.13%
1,284,358
+337,140
10
$181M 2.9%
985,757
+311,629
11
$161M 2.57%
771,348
-183,750
12
$157M 2.5%
912,703
+893,328
13
$143M 2.3%
295,385
+11,793
14
$121M 1.94%
2,880,934
+329,738
15
$120M 1.92%
1,328,960
+665,050
16
$113M 1.81%
269,284
+88,453
17
$104M 1.66%
2,808,990
+22,900
18
$101M 1.62%
+450,000
19
$92.6M 1.48%
2,768,806
+1,025,000
20
$84.5M 1.35%
690,795
+689,800
21
$72.9M 1.17%
144,504
+77,392
22
$70.5M 1.13%
841,365
-107,608
23
$69.6M 1.11%
166,676
+20
24
$66M 1.06%
137,040
+41,342
25
$64.4M 1.03%
473,101
-250,350
1
2 3 4 5