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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+6.39%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
AUM
$11.5B
AUM Growth
-$104M
Cap. Flow
-$31.9M
Cap. Flow %
-0.28%
Top 10 Hldgs %
44.81%
Holding
434
New
88
Increased
95
Reduced
107
Closed
74

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

1 Technology 30.14%
2 Healthcare 13.43%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NLR icon
326
VanEck Uranium + Nuclear Energy ETF
NLR
$4.03B
$16K ﹤0.01%
+120
New +$17.1K
ROBO icon
327
ROBO Global Robotics & Automation Index ETF
ROBO
$1.97B
$15.7K ﹤0.01%
+230
New +$16.9K
WHR icon
328
Whirlpool
WHR
$2.51B
$15.7K ﹤0.01%
291
+167
+135% +$12.3K
HOOD icon
329
Robinhood
HOOD
$102B
$15.2K ﹤0.01%
219
-178
-45% -$15.6K
DSI icon
330
iShares MSCI KLD 400 Social ETF
DSI
$5.35B
$15.1K ﹤0.01%
125
– –
IEI icon
331
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$15.1K ﹤0.01%
127
– –
FOUR icon
332
Shift4
FOUR
$3.97B
$14.9K ﹤0.01%
+340
New +$18.8K
FIW icon
333
First Trust Water ETF
FIW
$1.84B
$14K ﹤0.01%
136
– –
VGT icon
334
Vanguard Information Technology ETF
VGT
$144B
$14K ﹤0.01%
160
– –
FIX icon
335
Comfort Systems
FIX
$62.5B
$13.8K ﹤0.01%
+10
New +$12.7K
VST icon
336
Vistra
VST
$53.4B
$13.2K ﹤0.01%
+88
New +$14.2K
EWG icon
337
iShares MSCI Germany ETF
EWG
$1.63B
$12.3K ﹤0.01%
310
-1,467
-83% -$62.2K
EFA icon
338
iShares MSCI EAFE ETF
EFA
$77B
$10.9K ﹤0.01%
112
– –
COIN icon
339
Coinbase
COIN
$42.5B
$10.8K ﹤0.01%
+62
New +$12.2K
CPRI icon
340
Capri Holdings
CPRI
$1.91B
$10.8K ﹤0.01%
+612
New +$12.9K
AXON
341
Axon Enterprise
AXON
$44.1B
$9.34K ﹤0.01%
+22
New +$11.4K
EXP icon
342
Eagle Materials
EXP
$6.33B
$8.53K ﹤0.01%
45
– –
HEDJ icon
343
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
$5.75K ﹤0.01%
110
– –
HUM icon
344
Humana
HUM
$48.8B
$5.72K ﹤0.01%
+33
New +$6.76K
ITA icon
345
iShares US Aerospace & Defense ETF
ITA
$14B
$5.25K ﹤0.01%
24
– –
EL icon
346
Estee Lauder
EL
$29.3B
$4.88K ﹤0.01%
+68
New +$6.95K
FPE icon
347
First Trust Preferred Securities and Income ETF
FPE
$6.36B
$4.69K ﹤0.01%
264
-1,003
-79% -$18.3K
VZ icon
348
Verizon
VZ
$177B
$4.53K ﹤0.01%
90
– –
U icon
349
Unity
U
$13.9B
$4.39K ﹤0.01%
200
– –
SDHY
350
PGIM Short Duration High Yield Opportunities Fund
SDHY
$395M
$3.14K ﹤0.01%
196
– –
12 13
14
15 16

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