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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
-7.65%
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
$7.12B
AUM Growth
+$150M
Cap. Flow
+$872M
Cap. Flow %
12.24%
Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
116
Reduced
114
Closed
96

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$144M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$140M
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$120M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$115M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$93.9M

Top Sells

Rank Stock Value
1
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$111M
2
OBDE
Blue Owl Capital Corporation III
OBDE
+$97.4M
3
OIH icon
VanEck Oil Services ETF
OIH
+$86.9M
4
V icon
Visa
V
+$50.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ZBRA icon
326
Zebra Technologies
ZBRA
$17.9B
$30K ﹤0.01%
+105
New +$35.9K
PAYO icon
327
Payoneer
PAYO
$2.41B
$29K ﹤0.01%
3,908
+497
+15% +$4.63K
AAXJ icon
328
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$28K ﹤0.01%
383
– –
DTE icon
329
DTE Energy
DTE
$28.9B
$28K ﹤0.01%
+200
New +$25.5K
EME icon
330
Emcor
EME
$36.8B
$28K ﹤0.01%
+76
New +$32.9K
ETR icon
331
Entergy
ETR
$50.3B
$28K ﹤0.01%
+325
New +$26.8K
GNRC icon
332
Generac Holdings
GNRC
$13.1B
$28K ﹤0.01%
+222
New +$31.9K
MTUM icon
333
iShares MSCI USA Momentum Factor ETF
MTUM
$26B
$26K ﹤0.01%
130
-172
-57% -$36.8K
HYLS icon
334
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$25K ﹤0.01%
620
– –
LMND icon
335
Lemonade
LMND
$4B
$25K ﹤0.01%
791
+108
+16% +$3.72K
PARA
336
DELISTED
Paramount Global Class B
PARA
$25K ﹤0.01%
2,150
– –
SYNA icon
337
Synaptics
SYNA
$4.3B
$25K ﹤0.01%
+398
New +$28.8K
AIRR icon
338
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$24K ﹤0.01%
345
– –
FPE icon
339
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$24K ﹤0.01%
1,373
-150,339
-99% -$2.67M
WST icon
340
West Pharmaceutical
WST
$24.8B
$24K ﹤0.01%
+108
New +$29.8K
RUN icon
341
Sunrun
RUN
$2.37B
$23K ﹤0.01%
3,800
– –
TMO icon
342
Thermo Fisher Scientific
TMO
$223B
$23K ﹤0.01%
+47
New +$25.5K
DECK icon
343
Deckers Outdoor
DECK
$12.4B
$22K ﹤0.01%
+197
New +$31.8K
ITUB icon
344
Itaú Unibanco
ITUB
$81.6B
$22K ﹤0.01%
4,079
– –
PLTK icon
345
Playtika
PLTK
$904M
$21K ﹤0.01%
4,076
+510
+14% +$3.2K
BSX icon
346
Boston Scientific
BSX
$74.5B
$20K ﹤0.01%
+199
New +$20K
SID icon
347
Companhia Siderúrgica Nacional
SID
$1.15B
$20K ﹤0.01%
+11,755
New +$18.1K
DHR icon
348
Danaher
DHR
$145B
$17K ﹤0.01%
+82
New +$17.9K
EWL icon
349
iShares MSCI Switzerland ETF
EWL
$2.22B
$15K ﹤0.01%
+285
New +$14.4K
SPGI icon
350
S&P Global
SPGI
$121B
$15K ﹤0.01%
+30
New +$15.3K
12 13
14
15 16

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CLGM
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Migdal Insurance & Financial Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Migdal Insurance & Financial Holdings held 503 positions worth $7.12B, up 2.1% from $6.97B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Migdal Insurance & Financial Holdings deployed $872M of net new capital in Q1 2025, opening 115 new positions and adding to 116 existing holdings. Its largest new stake was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P Regional Banking ETF, an estimated $111M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q1 2025 buy was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q1 2025, an estimated $144M increase.
  • Migdal Insurance & Financial Holdings's biggest Q1 2025 reduction was State Street SPDR S&P Regional Banking ETF, cutting an estimated $111M.
  • Migdal Insurance & Financial Holdings fully exited Blue Owl Capital Corporation III in Q1 2025, selling an estimated $97.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 41% of its $7.12B portfolio in Q1 2025.
  • Migdal Insurance & Financial Holdings opened 115 new positions and closed 96 in Q1 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 2.1% quarter-over-quarter to $7.12B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.