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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRSX
376
Foresight Autonomous Holdings
FRSX
$4.02M
– –
-36
Closed –
FSLR icon
377
First Solar
FSLR
$24.4B
– –
-43
Closed -$5K
GDX icon
378
VanEck Gold Miners ETF
GDX
$27.8B
– –
-2,000
Closed -$91K
GFS icon
379
GlobalFoundries
GFS
$29.2B
– –
-2,767
Closed -$102K
GM icon
380
General Motors
GM
$76.1B
– –
-279
Closed -$13K
GNRC icon
381
Generac Holdings
GNRC
$13.1B
– –
-222
Closed -$28K
HCA icon
382
HCA Healthcare
HCA
$89.8B
– –
-116
Closed -$40K
HL icon
383
Hecla Mining
HL
$12.2B
– –
-5,532
Closed -$31K
HPQ icon
384
HP
HPQ
$26.8B
– –
-1,258
Closed -$35K
HRL icon
385
Hormel Foods
HRL
$13.4B
– –
-1,221
Closed -$38K
ICE icon
386
Intercontinental Exchange
ICE
$85B
– –
-53
Closed -$9K
IDXX icon
387
Idexx Laboratories
IDXX
$45B
– –
-84
Closed -$35K
INFA
388
DELISTED
Informatica
INFA
$0 ﹤0.01%
+4
New +$82
IQV icon
389
IQVIA
IQV
$39.8B
– –
-36
Closed -$6K
IVW icon
390
iShares S&P 500 Growth ETF
IVW
$77.3B
– –
-800
Closed -$74K
JAMF
391
DELISTED
Jamf
JAMF
$0 ﹤0.01%
2
-3,946
-100% -$42.4K
KNF icon
392
Knife River
KNF
$3.83B
– –
-391
Closed -$35K
LNG icon
393
Cheniere Energy
LNG
$55.4B
– –
-32
Closed -$7K
LOPE icon
394
Grand Canyon Education
LOPE
$3.7B
– –
-261
Closed -$45K
MAS icon
395
Masco
MAS
$14.7B
– –
-470
Closed -$33K
MDB icon
396
MongoDB
MDB
$35.2B
– –
-87,500
Closed -$15.3M
MELI icon
397
Mercado Libre
MELI
$92.7B
– –
-6
Closed -$12K
MLI icon
398
Mueller Industries
MLI
$15.1B
– –
-1,984
Closed -$76K
MP icon
399
MP Materials
MP
$9.64B
– –
-1,431
Closed -$35K
NCNO icon
400
nCino
NCNO
$2.08B
$0 ﹤0.01%
+3
New +$75
14 15
16
17 18

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 Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

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

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.