MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$405M 5.68%
26,335,422
+300,000
2
$400M 5.61%
3,048,766
-196,364
3
$359M 5.04%
7,202,847
+910,814
4
$332M 4.66%
1,607,952
+634,858
5
$272M 3.82%
1,766,270
+193,000
6
$248M 3.48%
1,300,900
+221,000
7
$234M 3.29%
1,270,985
-100,000
8
$234M 3.28%
2,423,061
+111,071
9
$226M 3.18%
1,358,317
+482,561
10
$220M 3.09%
2,474,572
-340,000
11
$216M 3.04%
973,700
+384,000
12
$214M 3%
1,965,000
13
$213M 2.99%
3,395,000
+724,850
14
$195M 2.74%
1,247,125
-4,486
15
$192M 2.69%
2,432,256
+747,995
16
$180M 2.53%
913,237
+214,780
17
$146M 2.05%
1,558,341
+1,549,809
18
$126M 1.77%
+3,611,134
19
$118M 1.66%
1,448,648
+1,441,524
20
$116M 1.63%
308,479
+120,244
21
$112M 1.57%
2,561,219
-6,430
22
$99.1M 1.39%
2,777,806
-20,000
23
$96M 1.35%
687,000
+286,987
24
$85.2M 1.2%
+1,050,000
25
$84.9M 1.19%
1,448,441
+312,988
1
2 3 4 5