MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 53.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$244M
3
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

1
+$121M
2
+$87.4M
3
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WING icon
326
Wingstop
WING
$4.29B
$15K ﹤0.01%
+64
TFC icon
327
Truist Financial
TFC
$59.6B
$14K ﹤0.01%
288
-2,002
IBDT icon
328
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.88B
$13K ﹤0.01%
500
EFA icon
329
iShares MSCI EAFE ETF
EFA
$77.3B
$11K ﹤0.01%
112
CGDV icon
330
Capital Group Dividend Value ETF
CGDV
$34.9B
$10K ﹤0.01%
+236
MTB icon
331
M&T Bank
MTB
$31.4B
$10K ﹤0.01%
52
-307
CRBN icon
332
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$9K ﹤0.01%
+40
EXP icon
333
Eagle Materials
EXP
$6.78B
$9K ﹤0.01%
45
IT icon
334
Gartner
IT
$10.8B
$9K ﹤0.01%
+36
U icon
335
Unity
U
$13.1B
$9K ﹤0.01%
200
WHR icon
336
Whirlpool
WHR
$2.86B
$9K ﹤0.01%
+124
INDA icon
337
iShares MSCI India ETF
INDA
$6.78B
$8K ﹤0.01%
150
HEDJ icon
338
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$6K ﹤0.01%
110
SWK icon
339
Stanley Black & Decker
SWK
$12.3B
$6K ﹤0.01%
+78
FDRR icon
340
Fidelity Dividend ETF for Rising Rates
FDRR
$731M
$5K ﹤0.01%
90
-90
ITA icon
341
iShares US Aerospace & Defense ETF
ITA
$14.4B
$5K ﹤0.01%
24
VZ icon
342
Verizon
VZ
$200B
$4K ﹤0.01%
90
ANGL icon
343
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.1B
$3K ﹤0.01%
100
ERTH icon
344
Invesco MSCI Sustainable Future ETF
ERTH
$151M
$3K ﹤0.01%
+69
SDHY
345
PGIM Short Duration High Yield Opportunities Fund
SDHY
$397M
$3K ﹤0.01%
196
NKE icon
346
Nike
NKE
$70.1B
$1K ﹤0.01%
12
BSJP
347
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
– –
-3,315
BYD icon
348
Boyd Gaming
BYD
$6.19B
– –
-590
CEVA icon
349
CEVA Inc
CEVA
$1.16B
– –
-275,595
CROX icon
350
Crocs
CROX
$5.89B
– –
-200,000
12 13
14
15 16