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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
ENTG icon
376
Entegris
ENTG
$21.4B
– –
-346
Closed -$29K
EPOL icon
377
iShares MSCI Poland ETF
EPOL
$697M
– –
-9,400
Closed -$331K
EQIX icon
378
Equinix
EQIX
$101B
– –
-43,500
Closed -$33.3M
EQT icon
379
EQT Corp
EQT
$31.2B
– –
-925,000
Closed -$49.6M
ERTH icon
380
Invesco MSCI Sustainable Future ETF
ERTH
$135M
– –
-69
Closed -$3K
EWC icon
381
iShares MSCI Canada ETF
EWC
$6.05B
– –
-11,100
Closed -$599K
EWP icon
382
iShares MSCI Spain ETF
EWP
$1.97B
– –
-7,060
Closed -$381K
EWZ icon
383
iShares MSCI Brazil ETF
EWZ
$9.31B
– –
-2,230
Closed -$71K
FDRR icon
384
Fidelity Dividend ETF for Rising Rates
FDRR
$727M
– –
-90
Closed -$5K
FDX icon
385
FedEx
FDX
$74.8B
– –
-197
Closed -$57K
FIVE icon
386
Five Below
FIVE
$10.7B
– –
-126
Closed -$24K
FLIN icon
387
Franklin FTSE India ETF
FLIN
$2.73B
– –
-1,145,000
Closed -$44.2M
FROG icon
388
JFrog
FROG
$11B
– –
-274,047
Closed -$17.1M
FTSL icon
389
First Trust Senior Loan Fund ETF
FTSL
$2.32B
– –
-700
Closed -$32K
G icon
390
Genpact
G
$5B
– –
-1,364
Closed -$64K
HD icon
391
Home Depot
HD
$337B
– –
-140,000
Closed -$48.2M
IBDT icon
392
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.03B
– –
-500
Closed -$13K
ICSH icon
393
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.84B
– –
-5,900
Closed -$298K
IDXX icon
394
Idexx Laboratories
IDXX
$42.7B
– –
-76
Closed -$51K
INDA icon
395
iShares MSCI India ETF
INDA
$6.81B
– –
-150
Closed -$8K
INTU icon
396
Intuit
INTU
$77.3B
– –
-84
Closed -$56K
IT icon
397
Gartner
IT
$8.9B
– –
-36
Closed -$9K
ITB icon
398
iShares US Home Construction ETF
ITB
$2.46B
– –
-530,000
Closed -$51M
KRE icon
399
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
– –
-7,400
Closed -$484K
LULU icon
400
lululemon athletica
LULU
$13.3B
– –
-279
Closed -$58K
14 15
16
17 18

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