Migdal Insurance & Financial Holdings Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Information Technology ETF
VGT
|
+$64.8M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$60M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$59.2M |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$53.5M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$46.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$74.7M |
| 2 |
Viatris
VTRS
|
+$65.8M |
| 3 |
iShares MSCI Brazil ETF
EWZ
|
+$33.6M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$24.6M |
| 5 |
iShares China Large-Cap ETF
FXI
|
+$21.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.46% |
| 2 | Financials | 8.7% |
| 3 | Healthcare | 6.77% |
| 4 | Industrials | 5.61% |
| 5 | Communication Services | 5.43% |
Similar funds
Migdal Insurance & Financial Holdings's Q1 2018 Portfolio in Review
As of Q1 2018, Migdal Insurance & Financial Holdings held 805 positions worth $4.23B, up 4.8% from $4.03B the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Migdal Insurance & Financial Holdings deployed $209M of net new capital in Q1 2018, opening 248 new positions and adding to 252 existing holdings. Its largest new stake was Franklin FTSE Brazil ETF: 625,058 shares worth $17.6M.
By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $74.7M trimmed.
- Migdal Insurance & Financial Holdings's largest Q1 2018 buy was Franklin FTSE Brazil ETF: 625,058 shares worth $17.6M.
- Migdal Insurance & Financial Holdings added most to Vanguard Information Technology ETF in Q1 2018, an estimated $64.8M increase.
- Migdal Insurance & Financial Holdings's biggest Q1 2018 reduction was Vanguard S&P 500 ETF, cutting an estimated $74.7M.
- Migdal Insurance & Financial Holdings fully exited iShares MSCI Brazil ETF in Q1 2018, selling an estimated $33.6M.
- Migdal Insurance & Financial Holdings's ten largest holdings make up 35% of its $4.23B portfolio in Q1 2018.
- Migdal Insurance & Financial Holdings opened 248 new positions and closed 91 in Q1 2018.
- Migdal Insurance & Financial Holdings's portfolio value rose 4.8% quarter-over-quarter to $4.23B.
Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2018, filed 2 May 2018.