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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$75.7M

Sector Composition

1 Technology 27.37%
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
XLV icon
26
Health Care Select Sector SPDR Fund
XLV
$36B
$94.6M 1.12%
701,569
+512,294
JPM icon
27
JPMorgan Chase
JPM
$851B
$73M 0.87%
251,992
-352
XLB icon
28
Materials Select Sector SPDR Fund
XLB
$5.28B
$72M 0.85%
820,000
FLIN icon
29
Franklin FTSE India ETF
FLIN
$2.52B
$70.3M 0.83%
1,765,490
ORCL icon
30
Oracle
ORCL
$714B
$65.2M 0.77%
298,004
-388,996
XBI icon
31
State Street SPDR S&P Biotech ETF
XBI
$6.34B
$62.2M 0.74%
750,000
-300,000
AVGO icon
32
Broadcom
AVGO
$1.71T
$59.1M 0.7%
214,440
-1,898
XLE icon
33
Energy Select Sector SPDR Fund
XLE
$26.5B
$56.5M 0.67%
665,958
-892,383
TSLA icon
34
Tesla
TSLA
$1.51T
$53.7M 0.64%
168,980
+88,293
FI icon
35
Fiserv
FI
$34.8B
$53.4M 0.63%
310,000
+309,950
XLRE icon
36
Real Estate Select Sector SPDR Fund
XLRE
$7.64B
$47.6M 0.57%
1,150,103
-21
AMAT icon
37
Applied Materials
AMAT
$191B
$47.6M 0.57%
260,000
-130
JEF icon
38
Jefferies Financial Group
JEF
$11.1B
$43.6M 0.52%
798,000
PANW icon
39
Palo Alto Networks
PANW
$144B
$42M 0.5%
205,053
+41,392
ORA icon
40
Ormat Technologies
ORA
$6.99B
$41.6M 0.49%
496,526
ENLT icon
41
Enlight Renewable Energy
ENLT
$4.65B
$37.1M 0.44%
1,630,721
EQIX icon
42
Equinix
EQIX
$80.7B
$34.6M 0.41%
43,500
BAC icon
43
Bank of America
BAC
$386B
$34.6M 0.41%
730,308
+308
V icon
44
Visa
V
$656B
$34M 0.4%
95,655
+30,487
MRVL icon
45
Marvell Technology
MRVL
$80.8B
$33.5M 0.4%
432,855
-202,551
SBUX icon
46
Starbucks
SBUX
$92.9B
$33M 0.39%
+360,000
MA icon
47
Mastercard
MA
$496B
$30.9M 0.37%
55,012
+16,500
CEG icon
48
Constellation Energy
CEG
$115B
$30.3M 0.36%
+94,000
SPIB icon
49
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$29M 0.34%
863,815
+43,109
GS icon
50
Goldman Sachs
GS
$238B
$28.9M 0.34%
40,767
-166
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