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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
+12.25%
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
$9.29B
AUM Growth
+$864M
Cap. Flow
+$11.1M
Cap. Flow %
0.12%
Top 10 Hldgs %
44.77%
Holding
400
New
43
Increased
98
Reduced
100
Closed
76

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$195M
2
NVDA icon
NVIDIA
NVDA
+$138M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$90.4M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$68.4M
5
AVGO icon
Broadcom
AVGO
+$56.3M

Top Sells

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$182M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$143M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$64.9M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$61.3M

Sector Composition

Rank Sector Weight
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
APPF icon
326
AppFolio
APPF
$6.97B
– –
-1
Closed –
BL icon
327
BlackLine
BL
$1.65B
– –
-1
Closed –
BLD
328
DELISTED
TopBuild
BLD
– –
-107
Closed -$35K
BLKB icon
329
Blackbaud
BLKB
$2.03B
– –
-1
Closed –
BLND icon
330
Blend Labs
BLND
$331M
– –
-5
Closed –
BNTX icon
331
BioNTech
BNTX
$23.3B
– –
-605
Closed -$65K
BOX icon
332
Box
BOX
$4.48B
– –
-3
Closed –
BRK.B icon
333
Berkshire Hathaway Class B
BRK.B
$1.09T
– –
-2,501
Closed -$1.22M
BRO icon
334
Brown & Brown
BRO
$23.8B
– –
-446
Closed -$49K
BSX icon
335
Boston Scientific
BSX
$74.5B
– –
-344
Closed -$37K
CRUS icon
336
Cirrus Logic
CRUS
$6.11B
– –
-376
Closed -$39K
CWAN
337
DELISTED
Clearwater Analytics
CWAN
– –
-6
Closed –
DBX icon
338
Dropbox
DBX
$7.31B
– –
-5
Closed –
DHI icon
339
D.R. Horton
DHI
$40.8B
– –
-195,000
Closed -$25.1M
DOCN icon
340
DigitalOcean
DOCN
$15.7B
– –
-2
Closed –
DOCU
341
DocuSign
DOCU
$11.1B
– –
-5
Closed –
DXCM icon
342
DexCom
DXCM
$34.3B
– –
-519
Closed -$45K
EA
343
DELISTED
Electronic Arts
EA
– –
-299
Closed -$48K
EMB icon
344
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
– –
-450
Closed -$42K
EMLC icon
345
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.78B
– –
-1,600
Closed -$41K
ENTG icon
346
Entegris
ENTG
$24.6B
– –
-436
Closed -$35K
EVRG icon
347
Evergy
EVRG
$19.2B
– –
-690
Closed -$48K
EWL icon
348
iShares MSCI Switzerland ETF
EWL
$2.22B
– –
-285
Closed -$16K
FISV
349
Fiserv Inc
FISV
$27.4B
– –
-310,000
Closed -$53.4M
FIVN icon
350
FIVE9
FIVN
$2.33B
– –
-2
Closed –
12 13
14
15 16

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Migdal Insurance & Financial Holdings's Q3 2025 Portfolio in Review

As of Q3 2025, Migdal Insurance & Financial Holdings held 400 positions worth $9.29B, up 10% from $8.42B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Migdal Insurance & Financial Holdings's Q3 2025 filing shows 43 new, 98 increased, 100 reduced and 76 closed positions. Its largest new stake was iShares US Home Construction ETF: 530,000 shares worth $56.8M. The largest sale was State Street Technology Select Sector SPDR ETF, an estimated $182M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Communication Services.

  • Migdal Insurance & Financial Holdings's largest Q3 2025 buy was iShares US Home Construction ETF: 530,000 shares worth $56.8M.
  • Migdal Insurance & Financial Holdings added most to Meta Platforms (Facebook) in Q3 2025, an estimated $195M increase.
  • Migdal Insurance & Financial Holdings's biggest Q3 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $182M.
  • Migdal Insurance & Financial Holdings fully exited State Street SPDR S&P Biotech ETF in Q3 2025, selling an estimated $62.2M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 45% of its $9.29B portfolio in Q3 2025.
  • Migdal Insurance & Financial Holdings opened 43 new positions and closed 76 in Q3 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 10% quarter-over-quarter to $9.29B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2025, filed 30 Oct 2025.