MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$659M 7.83%
5,206,792
+1,990,888
2
$532M 6.32%
3,609,306
+560,540
3
$481M 5.71%
28,685,422
+2,350,000
4
$401M 4.76%
5,595,000
+2,200,000
5
$396M 4.7%
1,437,657
+166,672
6
$311M 3.69%
1,417,900
+117,000
7
$309M 3.67%
1,831,690
+65,420
8
$298M 3.54%
2,719,572
+245,000
9
$281M 3.34%
2,591,768
+168,707
10
$275M 3.26%
1,209,557
-148,760
11
$252M 2.99%
2,321,268
+494,794
12
$215M 2.56%
1,965,000
13
$204M 2.42%
4,998,462
+133,950
14
$201M 2.39%
980,700
+7,000
15
$164M 1.94%
3,127,778
-4,075,069
16
$159M 1.89%
895,855
-351,270
17
$157M 1.87%
213,387
+210,236
18
$153M 1.82%
969,279
+540,688
19
$128M 1.52%
164,725
+74,090
20
$126M 1.5%
453,000
+452,986
21
$125M 1.48%
250,522
-57,957
22
$124M 1.47%
3,611,134
23
$120M 1.43%
2,777,806
24
$119M 1.42%
2,515,670
-45,549
25
$110M 1.3%
1,296,600
-151,841
1
2 3 4 5