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
TCOM icon
226
Trip.com Group
TCOM
$45.7B
$134K ﹤0.01%
1,765
INTC icon
227
Intel
INTC
$193B
$133K ﹤0.01%
3,961
+190
EWU icon
228
iShares MSCI United Kingdom ETF
EWU
$2.75B
$129K ﹤0.01%
3,063
-387
NTCT icon
229
NETSCOUT
NTCT
$1.94B
$129K ﹤0.01%
5,000
BITO icon
230
ProShares Bitcoin Strategy ETF
BITO
$2.29B
$128K ﹤0.01%
6,502
+2,233
STIP icon
231
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$128K ﹤0.01%
1,240
IYC icon
232
iShares US Consumer Discretionary ETF
IYC
$1.55B
$126K ﹤0.01%
1,200
-1,131
PNC icon
233
PNC Financial Services
PNC
$74.8B
$116K ﹤0.01%
579
+122
USB icon
234
US Bancorp
USB
$76.2B
$116K ﹤0.01%
2,395
+512
NFTY icon
235
First Trust India Nifty 50 Equal Weight ETF
NFTY
$184M
$114K ﹤0.01%
2,000
MPWR icon
236
Monolithic Power Systems
MPWR
$44.5B
$113K ﹤0.01%
123
+15
PG icon
237
Procter & Gamble
PG
$346B
$111K ﹤0.01%
721
TFC icon
238
Truist Financial
TFC
$59.5B
$105K ﹤0.01%
2,290
+471
UCON icon
239
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
$103K ﹤0.01%
4,080
SHM icon
240
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.51B
$101K ﹤0.01%
2,100
GBIL icon
241
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.5B
$99K ﹤0.01%
1,025
-2,910
OSPN icon
242
OneSpan
OSPN
$464M
$95K ﹤0.01%
6,000
KO icon
243
Coca-Cola
KO
$315B
$88K ﹤0.01%
1,324
-2,629
JOYY
244
JOYY Inc
JOYY
$3.22B
$87K ﹤0.01%
1,479
BSJP icon
245
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$606M
$76K ﹤0.01%
3,315
-657
FOXA icon
246
Fox Class A
FOXA
$29.1B
$75K ﹤0.01%
+1,185
VGIT icon
247
Vanguard Intermediate-Term Treasury ETF
VGIT
$35B
$75K ﹤0.01%
1,251
+353
BND icon
248
Vanguard Total Bond Market
BND
$143B
$74K ﹤0.01%
989
EWG icon
249
iShares MSCI Germany ETF
EWG
$1.79B
$74K ﹤0.01%
1,777
FOX icon
250
Fox Class B
FOX
$25.9B
$74K ﹤0.01%
+1,286
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