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
PBR icon
301
Petrobras
PBR
$78.2B
$27K ﹤0.01%
2,180
HYLS icon
302
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.68B
$26K ﹤0.01%
620
ITUB icon
303
Itaú Unibanco
ITUB
$80.3B
$26K ﹤0.01%
3,959
-1
IEI icon
304
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
$25K ﹤0.01%
+212
PLTK icon
305
Playtika
PLTK
$1.41B
$25K ﹤0.01%
5,298
+1,222
FPE icon
306
First Trust Preferred Securities and Income ETF
FPE
$6.24B
$24K ﹤0.01%
1,373
EWZ icon
307
iShares MSCI Brazil ETF
EWZ
$5.93B
$21K ﹤0.01%
+730
ON icon
308
ON Semiconductor
ON
$20.5B
$18K ﹤0.01%
342
-2,064
RTX icon
309
RTX Corp
RTX
$233B
$18K ﹤0.01%
125
-249
EWL icon
310
iShares MSCI Switzerland ETF
EWL
$1.32B
$16K ﹤0.01%
285
DSI icon
311
iShares MSCI KLD 400 Social ETF
DSI
$5.06B
$15K ﹤0.01%
125
FIW icon
312
First Trust Water ETF
FIW
$1.95B
$15K ﹤0.01%
136
NULV icon
313
Nuveen ESG Large-Cap Value ETF
NULV
$1.85B
$14K ﹤0.01%
339
TER icon
314
Teradyne
TER
$29.4B
$14K ﹤0.01%
157
-791
IBDT icon
315
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$13K ﹤0.01%
500
-2,040
VGT icon
316
Vanguard Information Technology ETF
VGT
$112B
$13K ﹤0.01%
20
EXP icon
317
Eagle Materials
EXP
$6.64B
$12K ﹤0.01%
60
EFA icon
318
iShares MSCI EAFE ETF
EFA
$67.9B
$10K ﹤0.01%
+112
FDRR icon
319
Fidelity Dividend ETF for Rising Rates
FDRR
$631M
$10K ﹤0.01%
180
IHI icon
320
iShares US Medical Devices ETF
IHI
$4.26B
$9K ﹤0.01%
150
-1,183
BBAX icon
321
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$5.44B
$8K ﹤0.01%
145
INDA icon
322
iShares MSCI India ETF
INDA
$9.55B
$8K ﹤0.01%
150
VPL icon
323
Vanguard FTSE Pacific ETF
VPL
$8.22B
$8K ﹤0.01%
+100
HEDJ icon
324
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.88B
$5K ﹤0.01%
110
ITA icon
325
iShares US Aerospace & Defense ETF
ITA
$11.5B
$5K ﹤0.01%
24
11 12
13
14 15