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
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TEVA icon
1
Teva Pharmaceuticals
TEVA
$30.9B
$658M 7.09%
32,582,212
+3,896,790
XLI icon
2
Industrial Select Sector SPDR Fund
XLI
$23.9B
$556M 5.99%
3,605,556
-3,750
XLK icon
3
Technology Select Sector SPDR Fund
XLK
$93.4B
$540M 5.82%
1,917,526
-685,870
NVMI icon
4
Nova
NVMI
$9.28B
$446M 4.8%
1,395,657
-42,000
META icon
5
Meta Platforms (Facebook)
META
$1.63T
$349M 3.76%
474,944
+261,557
TSM icon
6
TSMC
TSM
$1.51T
$341M 3.67%
1,215,900
+6,343
NVDA icon
7
NVIDIA
NVDA
$4.3T
$329M 3.54%
1,763,667
+794,388
XLC icon
8
The Communication Services Select Sector SPDR Fund
XLC
$26B
$315M 3.39%
2,661,473
+69,705
IGV icon
9
iShares Expanded Tech-Software Sector ETF
IGV
$8.25B
$313M 3.37%
2,719,572
AMZN icon
10
Amazon
AMZN
$2.49T
$311M 3.35%
1,417,900
XLY icon
11
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.4B
$289M 3.11%
1,206,409
+45,775
KBWB icon
12
Invesco KBW Bank ETF
KBWB
$5.74B
$289M 3.11%
3,693,000
-1,902,000
GOOG icon
13
Alphabet (Google) Class C
GOOG
$3.86T
$246M 2.64%
1,008,416
+112,561
NICE icon
14
Nice
NICE
$6.55B
$236M 2.54%
1,631,690
-200,000
AAPL icon
15
Apple
AAPL
$4.12T
$233M 2.51%
914,700
-66,000
LQD icon
16
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$219M 2.36%
1,965,000
TSEM icon
17
Tower Semiconductor
TSEM
$12.1B
$215M 2.32%
2,977,806
+200,000
XLF icon
18
Financial Select Sector SPDR Fund
XLF
$53.3B
$196M 2.12%
3,647,049
+519,271
XLU icon
19
Utilities Select Sector SPDR Fund
XLU
$22.5B
$155M 1.67%
1,774,700
-724,531
KWEB icon
20
KraneShares CSI China Internet ETF
KWEB
$9.03B
$152M 1.63%
3,610,567
-567
LLY icon
21
Eli Lilly
LLY
$963B
$137M 1.48%
180,040
+15,315
ORCL icon
22
Oracle
ORCL
$576B
$136M 1.46%
483,000
+184,996
AVGO icon
23
Broadcom
AVGO
$1.9T
$131M 1.41%
397,970
+183,530
CAMT icon
24
Camtek
CAMT
$4.82B
$124M 1.33%
1,177,600
-119,000
MSFT icon
25
Microsoft
MSFT
$3.66T
$103M 1.11%
199,358
-51,164
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