We are live on ! Find out more
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
BLK icon
351
Blackrock
BLK
$180B
$14K ﹤0.01%
+15
New +$14.7K
COP icon
352
ConocoPhillips
COP
$153B
$14K ﹤0.01%
+131
New +$13.1K
FIW icon
353
First Trust Water ETF
FIW
$1.92B
$14K ﹤0.01%
136
-100
-42% -$10.3K
NULV icon
354
Nuveen ESG Large-Cap Value ETF
NULV
$2.28B
$14K ﹤0.01%
339
– –
UBER icon
355
Uber
UBER
$154B
$14K ﹤0.01%
+186
New +$13.4K
DSI icon
356
iShares MSCI KLD 400 Social ETF
DSI
$5.54B
$13K ﹤0.01%
125
– –
EXP icon
357
Eagle Materials
EXP
$6.47B
$13K ﹤0.01%
60
– –
GM icon
358
General Motors
GM
$76.1B
$13K ﹤0.01%
279
-241
-46% -$11.9K
MELI icon
359
Mercado Libre
MELI
$92.7B
$12K ﹤0.01%
6
+5
+500% +$9.93K
VRNT
360
DELISTED
Verint Systems
VRNT
$12K ﹤0.01%
676
+80
+13% +$1.91K
F icon
361
Ford
F
$55.1B
$11K ﹤0.01%
+1,111
New +$10.9K
FISV
362
Fiserv Inc
FISV
$27.4B
$11K ﹤0.01%
+50
New +$10.9K
PKX icon
363
POSCO
PKX
$17.3B
$11K ﹤0.01%
+231
New +$10.8K
TSN icon
364
Tyson Foods
TSN
$19.6B
$11K ﹤0.01%
+174
New +$10.2K
VGT icon
365
Vanguard Information Technology ETF
VGT
$149B
$11K ﹤0.01%
160
-48
-23% -$3.62K
CI icon
366
Cigna
CI
$73.3B
$10K ﹤0.01%
+29
New +$8.74K
FDRR icon
367
Fidelity Dividend ETF for Rising Rates
FDRR
$760M
$9K ﹤0.01%
180
– –
ICE icon
368
Intercontinental Exchange
ICE
$85B
$9K ﹤0.01%
53
+44
+489% +$7.21K
INDA icon
369
iShares MSCI India ETF
INDA
$6.58B
$8K ﹤0.01%
150
-15,450
-99% -$778K
OXY icon
370
Occidental Petroleum
OXY
$58.5B
$8K ﹤0.01%
+160
New +$7.81K
YUMC icon
371
Yum China
YUMC
$16.4B
$8K ﹤0.01%
+146
New +$7K
BBAX icon
372
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.8B
$7K ﹤0.01%
+145
New +$7.22K
BURL icon
373
Burlington
BURL
$22.3B
$7K ﹤0.01%
+29
New +$7.51K
LNG icon
374
Cheniere Energy
LNG
$55.4B
$7K ﹤0.01%
+32
New +$7.21K
LULU icon
375
lululemon athletica
LULU
$13.7B
$7K ﹤0.01%
+25
New +$9.17K
13 14
15
16 17

Similar funds

EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
LCIP
Life Cycle Investment Partners London $15.7B AUM
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
CLGM
Capitolis Liquid Global Markets New York $15.7B AUM 30.78% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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.