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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
+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
(+18%)
Cap. Flow
+$252M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$221M |
| 2 |
Invesco KBW Bank ETF
KBWB
|
+$140M |
| 3 |
Meta Platforms (Facebook)
META
|
+$130M |
| 4 |
VanEck Semiconductor ETF
SMH
|
+$105M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$76.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$202M |
| 2 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$117M |
| 3 |
Invesco Solar ETF
TAN
|
+$82.4M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$74.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
451
Vistra
VST
$49.2B
| – | – |
-41
| Closed | -$5K |
|
452
Verizon
VZ
$195B
| – | – |
-90
| Closed | -$4K |
|
453
Wipro
WIT
$19.3B
| – | – |
-313,752
| Closed | -$960K |
|
454
West Pharmaceutical
WST
$24.8B
| – | – |
-108
| Closed | -$24K |
|
455
Yeti Holdings
YETI
$3.85B
| – | – |
-1,035
| Closed | -$34K |
|
456
Yum China
YUMC
$16.4B
| – | – |
-146
| Closed | -$8K |
|
457
Zebra Technologies
ZBRA
$17.9B
| – | – |
-105
| Closed | -$30K |
|
458
Zscaler
ZS
$28.7B
| – | – |
-10,864
| Closed | -$2.16M |
|
459
Zoetis
ZTS
$30.4B
| – | – |
-257
| Closed | -$42K |
|
460
YieldMax MSTR Option Income Strategy ETF
MSTY
$744M
| – | – |
-54
| Closed | -$5K |
|
461
Astera Labs
ALAB
$55.3B
| – | – |
-812
| Closed | -$48K |
|
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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.