MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.79%
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
CORP icon
26
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.35B
$84.3M 1.18%
870,906
-73,438
TAN icon
27
Invesco Solar ETF
TAN
$816M
$82.4M 1.16%
2,705,000
+1,375,000
LLY icon
28
Eli Lilly
LLY
$720B
$74.9M 1.05%
90,635
+29,907
XLB icon
29
Materials Select Sector SPDR Fund
XLB
$5.43B
$70.5M 0.99%
820,000
-340,000
FLIN icon
30
Franklin FTSE India ETF
FLIN
$2.53B
$65M 0.91%
1,765,490
-30,000
JPM icon
31
JPMorgan Chase
JPM
$810B
$61.9M 0.87%
252,344
-1,360
VGIT icon
32
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$54.3M 0.76%
913,514
-137,123
XLRE icon
33
Real Estate Select Sector SPDR Fund
XLRE
$7.84B
$48.1M 0.68%
1,150,124
+318
NVDA icon
34
NVIDIA
NVDA
$4.46T
$46.5M 0.65%
428,591
-111,372
JNK icon
35
SPDR Bloomberg High Yield Bond ETF
JNK
$8.16B
$46.4M 0.65%
487,374
-35,155
JEF icon
36
Jefferies Financial Group
JEF
$10.7B
$42.7M 0.6%
798,000
+373,000
SPTI icon
37
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.28B
$42.1M 0.59%
1,471,330
-260,626
ONON icon
38
On Holding
ONON
$13.7B
$40M 0.56%
910,000
+710,000
MRVL icon
39
Marvell Technology
MRVL
$75.8B
$39.1M 0.55%
635,406
+163,406
AMAT icon
40
Applied Materials
AMAT
$179B
$37.8M 0.53%
260,130
+130
AVGO icon
41
Broadcom
AVGO
$1.65T
$36.2M 0.51%
216,338
+63,924
EQIX icon
42
Equinix
EQIX
$79.7B
$35.5M 0.5%
43,500
ORA icon
43
Ormat Technologies
ORA
$6.57B
$35.1M 0.49%
496,526
BAC icon
44
Bank of America
BAC
$376B
$30.5M 0.43%
730,000
WIX icon
45
WIX.com
WIX
$7.28B
$30.3M 0.43%
185,534
+65,000
PANW icon
46
Palo Alto Networks
PANW
$141B
$27.9M 0.39%
163,661
+1,234
XLV icon
47
Health Care Select Sector SPDR Fund
XLV
$35.3B
$27.6M 0.39%
189,275
-183,850
SPY icon
48
SPDR S&P 500 ETF Trust
SPY
$660B
$27.3M 0.38%
48,928
-6,971
SPIB icon
49
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$27.3M 0.38%
820,706
-35,837
ENLT icon
50
Enlight Renewable Energy
ENLT
$4.49B
$26.4M 0.37%
1,630,721
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