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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+12.25%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$9.29B
AUM Growth
+$864M
Cap. Flow
+$11.1M
Cap. Flow %
0.12%
Top 10 Hldgs %
44.77%
Holding
400
New
43
Increased
98
Reduced
100
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$195M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$182M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$143M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

Sector Composition

Rank Sector Weight
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
MTB icon
251
M&T Bank
MTB
$36.6B
$71K ﹤0.01%
359
+82
+30% +$16.1K
EWZ icon
252
iShares MSCI Brazil ETF
EWZ
$8.57B
$69K ﹤0.01%
2,230
+1,500
+205% +$42.9K
FTCS icon
253
First Trust Capital Strength ETF
FTCS
$7.97B
$69K ﹤0.01%
738
-350
-32% -$32.3K
FVD icon
254
First Trust Value Line Dividend Fund
FVD
$8.36B
$69K ﹤0.01%
1,483
-708
-32% -$32.4K
ONTO icon
255
Onto Innovation
ONTO
$20.6B
$68K ﹤0.01%
+523
New +$56K
FINX icon
256
Global X FinTech ETF
FINX
$166M
$66K ﹤0.01%
1,960
– –
TMUS icon
257
T-Mobile US
TMUS
$190B
$66K ﹤0.01%
+276
New +$66.8K
MOAT icon
258
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$65K ﹤0.01%
660
– –
PTC icon
259
PTC
PTC
$16.1B
$62K ﹤0.01%
+303
New +$61.8K
MOMO
260
Hello Group
MOMO
$867M
$61K ﹤0.01%
8,140
– –
IDXX icon
261
Idexx Laboratories
IDXX
$45B
$59K ﹤0.01%
+93
New +$56.4K
HTHT icon
262
Huazhu Hotels Group
HTHT
$12.7B
$58K ﹤0.01%
1,466
– –
IWP icon
263
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$58K ﹤0.01%
410
-410
-50% -$57.9K
CVLT icon
264
Commault Systems
CVLT
$5.87B
$57K ﹤0.01%
+304
New +$54.8K
EME icon
265
Emcor
EME
$36.8B
$57K ﹤0.01%
88
+3
+4% +$1.82K
GM icon
266
General Motors
GM
$76.1B
$56K ﹤0.01%
+911
New +$50.8K
MO icon
267
Altria Group
MO
$107B
$56K ﹤0.01%
+854
New +$54.1K
HCA icon
268
HCA Healthcare
HCA
$89.8B
$55K ﹤0.01%
+129
New +$50K
LOPE icon
269
Grand Canyon Education
LOPE
$3.7B
$55K ﹤0.01%
+250
New +$48K
MSCI icon
270
MSCI
MSCI
$40.9B
$53K ﹤0.01%
93
-4
-4% -$2.26K
AYI icon
271
Acuity Brands
AYI
$10.8B
$52K ﹤0.01%
152
+31
+26% +$9.88K
BYD icon
272
Boyd Gaming
BYD
$6.03B
$51K ﹤0.01%
590
+96
+19% +$8.06K
DLB icon
273
Dolby
DLB
$5.75B
$50K ﹤0.01%
+697
New +$51.2K
WU icon
274
Western Union
WU
$2.23B
$50K ﹤0.01%
+6,234
New +$52.1K
ACSI icon
275
American Customer Satisfaction ETF
ACSI
$118M
$49K ﹤0.01%
735
– –
9 10
11
12 13

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Migdal Insurance & Financial Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Migdal Insurance & Financial Holdings held 400 positions worth $9.29B, up 10% from $8.42B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q3 2025 filing shows 43 new, 98 increased, 100 reduced and 76 closed positions. Its largest new stake was iShares US Home Construction ETF: 530,000 shares worth $56.8M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $182M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q3 2025 buy was iShares US Home Construction ETF: 530,000 shares worth $56.8M.
  • Migdal Insurance & Financial Holdings added most to Meta Platforms (Facebook) in Q3 2025, an estimated $195M increase.
  • Migdal Insurance & Financial Holdings's biggest Q3 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $182M.
  • Migdal Insurance & Financial Holdings fully exited State Street SPDR S&P Biotech ETF in Q3 2025, selling an estimated $62.2M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $9.29B portfolio in Q3 2025.
  • Migdal Insurance & Financial Holdings opened 43 new positions and closed 76 in Q3 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 10% quarter-over-quarter to $9.29B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.