MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLV icon
26
Health Care Select Sector SPDR Fund
XLV
$40.6B
$93.1M 1%
669,000
-32,569
EPI icon
27
WisdomTree India Earnings Fund ETF
EPI
$2.85B
$92.6M 1%
2,094,319
-421,351
XLP icon
28
Consumers Staples Select Sector SPDR Fund
XLP
$15.3B
$87.8M 0.95%
1,120,841
+1,119,118
JPM icon
29
JPMorgan Chase
JPM
$852B
$79.3M 0.85%
251,538
-454
CEG icon
30
Constellation Energy
CEG
$114B
$78.6M 0.85%
239,000
+145,000
SMH icon
31
VanEck Semiconductor ETF
SMH
$36.9B
$76.3M 0.82%
233,715
-219,285
TSLA icon
32
Tesla
TSLA
$1.43T
$74.5M 0.8%
167,560
-1,420
XLB icon
33
Materials Select Sector SPDR Fund
XLB
$5.21B
$73.5M 0.79%
820,000
ABBV icon
34
AbbVie
ABBV
$402B
$59.4M 0.64%
256,599
+126,024
XLE icon
35
Energy Select Sector SPDR Fund
XLE
$27.5B
$59.2M 0.64%
662,491
-3,467
ITB icon
36
iShares US Home Construction ETF
ITB
$2.67B
$56.8M 0.61%
+530,000
AMAT icon
37
Applied Materials
AMAT
$201B
$53.2M 0.57%
260,000
JEF icon
38
Jefferies Financial Group
JEF
$11.9B
$52.2M 0.56%
798,000
BABA icon
39
Alibaba
BABA
$375B
$51.7M 0.56%
288,948
+279,600
ENLT icon
40
Enlight Renewable Energy
ENLT
$5.28B
$50.8M 0.55%
1,630,721
XLRE icon
41
Real Estate Select Sector SPDR Fund
XLRE
$7.62B
$48.5M 0.52%
1,150,480
+377
FLIN icon
42
Franklin FTSE India ETF
FLIN
$2.61B
$42.7M 0.46%
1,145,000
-620,490
BAC icon
43
Bank of America
BAC
$392B
$37.7M 0.41%
730,000
-308
EQIX icon
44
Equinix
EQIX
$74B
$34.1M 0.37%
43,500
ORA icon
45
Ormat Technologies
ORA
$6.86B
$33.4M 0.36%
346,526
-150,000
V icon
46
Visa
V
$645B
$33M 0.36%
96,712
+1,057
MA icon
47
Mastercard
MA
$494B
$31.3M 0.34%
55,108
+96
CCJ icon
48
Cameco
CCJ
$38.5B
$31M 0.33%
+370,000
SPY icon
49
SPDR S&P 500 ETF Trust
SPY
$705B
$30.2M 0.33%
45,420
-758
SPIB icon
50
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$29.8M 0.32%
881,666
+17,851
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