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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
DIS icon
426
Walt Disney
DIS
$178B
– –
-395,000
Closed -$44.2M
DLO icon
427
dLocal
DLO
$4.2B
– –
-1
Closed –
DOCN icon
428
DigitalOcean
DOCN
$15.7B
– –
-4
Closed –
DOCU
429
DocuSign
DOCU
$11.1B
– –
-14
Closed -$1K
DPZ icon
430
Domino's
DPZ
$11.7B
– –
-54
Closed -$23K
DXJ icon
431
WisdomTree Japan Hedged Equity Fund
DXJ
$7.53B
– –
-3,450
Closed -$381K
EBAY icon
432
eBay
EBAY
$45.5B
– –
-10
Closed -$1K
EEFT icon
433
Euronet Worldwide
EEFT
$2.66B
– –
-1
Closed –
ETSY icon
434
Etsy
ETSY
$7.31B
– –
-2
Closed –
EXPE icon
435
Expedia Group
EXPE
$39.1B
– –
-2
Closed –
FIVN icon
436
FIVE9
FIVN
$2.33B
– –
-5
Closed –
FLYW icon
437
Flywire
FLYW
$2.12B
– –
-2
Closed –
FOUR icon
438
Shift4
FOUR
$3.47B
– –
-1
Closed –
FOX icon
439
Fox Class B
FOX
$23.5B
– –
-627
Closed -$29K
FOXA icon
440
Fox Class A
FOXA
$26.5B
– –
-570
Closed -$28K
FRSH icon
441
Freshworks
FRSH
$3.22B
– –
-12
Closed –
FRSX
442
Foresight Autonomous Holdings
FRSX
$4.02M
$0 ﹤0.01%
36
– –
GPN icon
443
Global Payments
GPN
$23.4B
– –
-5
Closed -$1K
GRND icon
444
Grindr
GRND
$2.76B
– –
-1
Closed –
HOG icon
445
Harley-Davidson
HOG
$2.7B
– –
-615
Closed -$19K
HOOD icon
446
Robinhood
HOOD
$85.3B
– –
-11
Closed –
PPLI
447
People Inc
PPLI
$3.02B
– –
-1
Closed –
IEI icon
448
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
– –
-1,773
Closed -$205K
INFA
449
DELISTED
Informatica
INFA
– –
-9
Closed –
INTU icon
450
Intuit
INTU
$91.6B
– –
-45
Closed -$28K
16 17
18
19 20

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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.