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
FPE icon
301
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$25K ﹤0.01%
1,373
IYZ icon
302
iShares US Telecommunications ETF
IYZ
$618M
$25K ﹤0.01%
765
-315
BBAX icon
303
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.47B
$16K ﹤0.01%
280
+135
DSI icon
304
iShares MSCI KLD 400 Social ETF
DSI
$5B
$16K ﹤0.01%
125
IEI icon
305
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$15K ﹤0.01%
127
-85
FIW icon
306
First Trust Water ETF
FIW
$1.95B
$15K ﹤0.01%
136
NULV icon
307
Nuveen ESG Large-Cap Value ETF
NULV
$1.92B
$15K ﹤0.01%
339
VGT icon
308
Vanguard Information Technology ETF
VGT
$113B
$15K ﹤0.01%
20
IBDT icon
309
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
$13K ﹤0.01%
500
FDRR icon
310
Fidelity Dividend ETF for Rising Rates
FDRR
$651M
$11K ﹤0.01%
180
EFA icon
311
iShares MSCI EAFE ETF
EFA
$68.7B
$10K ﹤0.01%
112
EXP icon
312
Eagle Materials
EXP
$7.17B
$10K ﹤0.01%
45
-15
VPL icon
313
Vanguard FTSE Pacific ETF
VPL
$8.31B
$9K ﹤0.01%
100
INDA icon
314
iShares MSCI India ETF
INDA
$9.62B
$8K ﹤0.01%
150
U icon
315
Unity
U
$18.2B
$8K ﹤0.01%
+200
HEDJ icon
316
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.76B
$6K ﹤0.01%
110
ITA icon
317
iShares US Aerospace & Defense ETF
ITA
$12B
$5K ﹤0.01%
24
LULU icon
318
lululemon athletica
LULU
$21.8B
$4K ﹤0.01%
25
-116
RIOT icon
319
Riot Platforms
RIOT
$6B
$4K ﹤0.01%
200
VZ icon
320
Verizon
VZ
$173B
$4K ﹤0.01%
+90
ANGL icon
321
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$3K ﹤0.01%
100
SDHY
322
PGIM Short Duration High Yield Opportunities Fund
SDHY
$405M
$3K ﹤0.01%
196
NKE icon
323
Nike
NKE
$95.5B
$1K ﹤0.01%
12
-225,002
AI icon
324
C3.ai
AI
$1.99B
– –
-3
AIRR icon
325
First Trust RBA American Industrial Renaissance ETF
AIRR
$6.07B
– –
-345
11 12
13
14 15