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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
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
CRUS icon
276
Cirrus Logic
CRUS
$6.11B
$39K ﹤0.01%
+376
New +$36.8K
RL icon
277
Ralph Lauren
RL
$23.6B
$39K ﹤0.01%
142
-34
-19% -$8.42K
DFE icon
278
WisdomTree Europe SmallCap Dividend Fund
DFE
$168M
$38K ﹤0.01%
540
-82
-13% -$5.4K
BSX icon
279
Boston Scientific
BSX
$74.5B
$37K ﹤0.01%
344
+145
+73% +$14.7K
INGR icon
280
Ingredion
INGR
$6.54B
$37K ﹤0.01%
275
-4
-1% -$540
MRK icon
281
Merck
MRK
$328B
$37K ﹤0.01%
465
-760
-62% -$60.4K
AYI icon
282
Acuity Brands
AYI
$10.8B
$36K ﹤0.01%
+121
New +$31.3K
EBND icon
283
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.27B
$36K ﹤0.01%
1,665
– –
FSEP icon
284
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
$36K ﹤0.01%
750
-3,700
-83% -$168K
BLD
285
DELISTED
TopBuild
BLD
$35K ﹤0.01%
+107
New +$31.7K
ENTG icon
286
Entegris
ENTG
$24.6B
$35K ﹤0.01%
436
-321
-42% -$24.4K
PAYO icon
287
Payoneer
PAYO
$2.41B
$35K ﹤0.01%
5,107
+1,199
+31% +$8.13K
LULU icon
288
lululemon athletica
LULU
$13.7B
$34K ﹤0.01%
141
+116
+464% +$32K
MCHP icon
289
Microchip Technology
MCHP
$43.1B
$34K ﹤0.01%
482
-2,614
-84% -$144K
IP icon
290
International Paper
IP
$21.8B
$33K ﹤0.01%
+696
New +$32.9K
AAXJ icon
291
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$32K ﹤0.01%
383
– –
FTSL icon
292
First Trust Senior Loan Fund ETF
FTSL
$2.33B
$32K ﹤0.01%
700
– –
IYZ icon
293
iShares US Telecommunications ETF
IYZ
$1.26B
$32K ﹤0.01%
+1,080
New +$29.7K
MTUM icon
294
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$31K ﹤0.01%
130
– –
REGN icon
295
Regeneron Pharmaceuticals
REGN
$82.2B
$31K ﹤0.01%
+59
New +$32.9K
MIDD icon
296
Middleby
MIDD
$5.38B
$30K ﹤0.01%
+206
New +$29K
NVR icon
297
NVR
NVR
$16.8B
$30K ﹤0.01%
4
-1
-20% -$7.17K
OC icon
298
Owens Corning
OC
$12.3B
$30K ﹤0.01%
+221
New +$30.5K
AIRR icon
299
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$28K ﹤0.01%
345
– –
RUN icon
300
Sunrun
RUN
$2.37B
$28K ﹤0.01%
3,800
– –
10 11
12
13 14

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

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

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.