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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
ANGL icon
351
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$2.87K ﹤0.01%
100
– –
BLDR icon
352
Builders FirstSource
BLDR
$8.08B
$2.55K ﹤0.01%
+31
New +$3.31K
ARKK icon
353
ARK Innovation ETF
ARKK
$6.5B
$2.5K ﹤0.01%
+37
New +$2.75K
IBLC icon
354
iShares Blockchain and Tech ETF
IBLC
$82.4M
$1.72K ﹤0.01%
+47
New +$1.96K
DIS icon
355
Walt Disney
DIS
$166B
$1.16K ﹤0.01%
+12
New +$1.27K
EDEN icon
356
iShares MSCI Denmark ETF
EDEN
$189M
$942 ﹤0.01%
+9
New +$1.01K
IYG icon
357
iShares US Financial Services ETF
IYG
$2.06B
$828 ﹤0.01%
+10
New +$878
NKE icon
358
Nike
NKE
$63.5B
$634 ﹤0.01%
12
– –
MDLZ icon
359
Mondelez International
MDLZ
$75.5B
$576 ﹤0.01%
+10
New +$579
DHR icon
360
Danaher
DHR
$141B
$190 ﹤0.01%
+1
New +$213
ACSI icon
361
American Customer Satisfaction ETF
ACSI
$117M
– –
-735
Closed -$49K
ARBE icon
362
Arbe Robotics
ARBE
$107M
– –
-1,200,000
Closed -$1.42M
CELH icon
363
Celsius Holdings
CELH
$7.71B
– –
-361
Closed -$17K
CGDV icon
364
Capital Group Dividend Value ETF
CGDV
$36.5B
– –
-236
Closed -$10K
CLBT icon
365
Cellebrite
CLBT
$4.04B
– –
-1,350,000
Closed -$24.3M
CLF icon
366
Cleveland-Cliffs
CLF
$5.58B
– –
-1,296
Closed -$17K
CMCSA icon
367
Comcast
CMCSA
$82.8B
– –
-2,306
Closed -$69K
CME icon
368
CME Group
CME
$88B
– –
-203
Closed -$55K
CORP icon
369
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.58B
– –
-140,919
Closed -$13.8M
CRBN icon
370
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.14B
– –
-40
Closed -$9K
CYTK icon
371
Cytokinetics
CYTK
$11.1B
– –
-284
Closed -$18K
DASH icon
372
DoorDash
DASH
$81.8B
– –
-189
Closed -$43K
DKS icon
373
Dick's Sporting Goods
DKS
$18.9B
– –
-153
Closed -$30K
DXCM icon
374
DexCom
DXCM
$28.6B
– –
-724
Closed -$48K
ELF icon
375
e.l.f. Beauty
ELF
$4.26B
– –
-347
Closed -$26K
13 14
15
16 17

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