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
$5.99B
AUM Growth
-$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$102M
3
+$70.6M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$48.7M
5
HD icon
Home Depot
HD
+$44.8M

Top Sells

1
+$427M
2
+$140M
3
+$109M
4
META icon
Meta Platforms (Facebook)
META
+$82.4M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$52.1M

Sector Composition

1 Technology 29.99%
2 Healthcare 8.88%
3 Consumer Discretionary 6.59%
4 Financials 5.77%
5 Communication Services 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$473M 7.9%
29,118,210
-739,590
2
$323M 5.39%
3,770,938
+325,617
3
$296M 4.94%
2,429,644
+158,393
4
$280M 4.68%
1,195,985
+80,500
5
$260M 4.34%
2,992,445
-600,000
6
$246M 4.11%
944,164
+494,164
7
$223M 3.72%
1,296,270
-79,193
8
$208M 3.47%
985,700
+72,997
9
$195M 3.25%
1,007,000
-120,562
10
$162M 2.7%
361,377
+92,093
11
$155M 2.59%
1,257,878
-71,082
12
$151M 2.52%
3,675,788
+794,854
13
$140M 2.33%
617,646
-153,702
14
$128M 2.13%
3,247,806
+479,000
15
$126M 2.11%
688,167
-596,191
16
$112M 1.87%
2,807,490
-1,500
17
$103M 1.72%
1,166,893
+1,160,233
18
$99.7M 1.67%
796,365
-45,000
19
$95.3M 1.59%
2,480,790
+1,080,790
20
$80.2M 1.34%
144,391
-113
21
$70.6M 1.18%
+1,462,149
22
$67.6M 1.13%
131,000
+41,000
23
$66.6M 1.11%
131,950
-163,435
24
$64.7M 1.08%
370,465
-102,636
25
$56.9M 0.95%
598,019
+295,813
1
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