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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
KLTR icon
326
Kaltura
KLTR
$241M
$4K ﹤0.01%
2,169
+495
+30% +$1.02K
TEAD
327
Teads Holding Co
TEAD
$64.4M
$4K ﹤0.01%
1,494
+474
+46% +$1.43K
RKLB icon
328
Rocket Lab Corp
RKLB
$51.9B
$4K ﹤0.01%
+121
New +$2.96K
ANGL icon
329
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$3K ﹤0.01%
100
– –
SDHY
330
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
$3K ﹤0.01%
196
– –
RIOT icon
331
Riot Platforms
RIOT
$7.63B
$2K ﹤0.01%
200
– –
MSTR icon
332
Strategy Inc
MSTR
$37.3B
$1K ﹤0.01%
+2
New +$729
SNOW icon
333
Snowflake
SNOW
$115B
$1K ﹤0.01%
+4
New +$723
TWLO icon
334
Twilio
TWLO
$37.9B
$1K ﹤0.01%
+4
New +$425
AI icon
335
C3.ai
AI
$1.57B
$0 ﹤0.01%
+3
New +$69
AIZ icon
336
Assurant
AIZ
$13.9B
– –
-190
Closed -$40K
APPF icon
337
AppFolio
APPF
$6.97B
$0 ﹤0.01%
+1
New +$218
ASX icon
338
ASE Group
ASX
$102B
– –
-11,389
Closed -$100K
AXON
339
Axon Enterprise
AXON
$48.7B
– –
-12
Closed -$6K
BIRK icon
340
Birkenstock
BIRK
$6.76B
– –
-210,000
Closed -$9.63M
BL icon
341
BlackLine
BL
$1.65B
$0 ﹤0.01%
+1
New +$52
BLK icon
342
Blackrock
BLK
$180B
– –
-15
Closed -$14K
BLKB icon
343
Blackbaud
BLKB
$2.03B
$0 ﹤0.01%
+1
New +$63
BLND icon
344
Blend Labs
BLND
$331M
$0 ﹤0.01%
+5
New +$17
BNRG icon
345
Brenmiller Energy
BNRG
$1.22M
– –
-552
Closed -$120K
BOX icon
346
Box
BOX
$4.48B
$0 ﹤0.01%
+3
New +$98
BRRR icon
347
Coinshares Bitcoin ETF
BRRR
$399M
– –
-8,988
Closed -$209K
BURL icon
348
Burlington
BURL
$22.3B
– –
-29
Closed -$7K
BVN icon
349
Compañía de Minas Buenaventura
BVN
$8.79B
– –
-2,330
Closed -$36K
CI icon
350
Cigna
CI
$73.3B
– –
-29
Closed -$10K
12 13
14
15 16

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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.