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
$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
Energy Select Sector SPDR Fund
XLE
+$75.7M

Sector Composition

1 Technology 27.37%
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
IWP icon
226
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$114K ﹤0.01%
820
TCOM icon
227
Trip.com Group
TCOM
$46.1B
$104K ﹤0.01%
1,765
UCON icon
228
First Trust Smith Unconstrained Bond ETF
UCON
$2.97B
$102K ﹤0.01%
4,080
OSPN icon
229
OneSpan
OSPN
$470M
$100K ﹤0.01%
6,000
-5,154
SHM icon
230
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$100K ﹤0.01%
2,100
FTCS icon
231
First Trust Capital Strength ETF
FTCS
$8.24B
$99K ﹤0.01%
1,088
-23
FVD icon
232
First Trust Value Line Dividend Fund
FVD
$8.89B
$98K ﹤0.01%
2,191
-258
BITO icon
233
ProShares Bitcoin Strategy ETF
BITO
$2.31B
$92K ﹤0.01%
4,269
+1,580
BSJP icon
234
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$676M
$92K ﹤0.01%
3,972
-473,822
DIA icon
235
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
$86K ﹤0.01%
195
PNC icon
236
PNC Financial Services
PNC
$72.2B
$85K ﹤0.01%
457
-258
USB icon
237
US Bancorp
USB
$72.7B
$85K ﹤0.01%
1,883
-1,065
INTC icon
238
Intel
INTC
$183B
$84K ﹤0.01%
3,771
-24,676
MPWR icon
239
Monolithic Power Systems
MPWR
$47.9B
$79K ﹤0.01%
108
-236
NEE icon
240
NextEra Energy
NEE
$171B
$79K ﹤0.01%
1,141
-525
TFC icon
241
Truist Financial
TFC
$56.4B
$78K ﹤0.01%
1,819
-1,008
JOYY
242
JOYY Inc
JOYY
$3.06B
$75K ﹤0.01%
1,479
EWG icon
243
iShares MSCI Germany ETF
EWG
$2.1B
$75K ﹤0.01%
1,777
CMG icon
244
Chipotle Mexican Grill
CMG
$42.3B
$74K ﹤0.01%
1,350
BND icon
245
Vanguard Total Bond Market
BND
$136B
$73K ﹤0.01%
989
MOMO
246
Hello Group
MOMO
$1.08B
$71K ﹤0.01%
8,140
SOFI icon
247
SoFi Technologies
SOFI
$36.2B
$71K ﹤0.01%
3,900
JETS icon
248
US Global Jets ETF
JETS
$761M
$69K ﹤0.01%
3,000
FINX icon
249
Global X FinTech ETF
FINX
$291M
$67K ﹤0.01%
1,960
BNTX icon
250
BioNTech
BNTX
$24.9B
$65K ﹤0.01%
605
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