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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
+5.71%
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
$6.97B
AUM Growth
+$787M
Cap. Flow
+$519M
Cap. Flow %
7.44%
Top 10 Hldgs %
43.75%
Holding
512
New
66
Increased
84
Reduced
168
Closed
124

Top Buys

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$211M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$175M
3
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$170M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$112M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$98.5M

Top Sells

Rank Stock Value
1
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$164M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$143M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$86.7M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$63M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$53M

Sector Composition

Rank Sector Weight
1 Technology 25.98%
2 Healthcare 9.37%
3 Consumer Discretionary 4.86%
4 Financials 4.55%
5 Communication Services 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENLT icon
51
Enlight Renewable Energy
ENLT
$11.9B
$28.1M 0.4%
1,630,721
– –
SPIB icon
52
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$28.1M 0.4%
856,543
-38,861
-4% -$1.29M
DT icon
53
Dynatrace
DT
$14.3B
$27.5M 0.39%
505,530
+530
+0.1% +$28.9K
FROG icon
54
JFrog
FROG
$10.4B
$26.3M 0.38%
894,047
– –
WIX icon
55
WIX.com
WIX
$2.88B
$25.9M 0.37%
120,534
-143,000
-54% -$27.3M
ESTC icon
56
Elastic
ESTC
$8.02B
$25.8M 0.37%
260,000
-105,000
-29% -$9.71M
MU icon
57
Micron Technology
MU
$1.03T
$24.8M 0.36%
294,093
+289,994
+7,075% +$29.5M
SMWB icon
58
Similarweb
SMWB
$770M
$24.3M 0.35%
1,712,557
– –
GS icon
59
Goldman Sachs
GS
$302B
$23.6M 0.34%
41,255
-60,472
-59% -$33.7M
MS icon
60
Morgan Stanley
MS
$342B
$23.1M 0.33%
183,590
-259,697
-59% -$32M
P
61
Everpure Inc
P
$37B
$22.4M 0.32%
365,000
-360,000
-50% -$20.1M
PFE icon
62
Pfizer
PFE
$150B
$21.2M 0.3%
800,000
+795,933
+19,571% +$21.6M
QQQM icon
63
Invesco NASDAQ 100 ETF
QQQM
$103B
$19.9M 0.29%
94,456
-6,457
-6% -$1.34M
TBLA icon
64
Taboola.com
TBLA
$1.05B
$19.5M 0.28%
5,349,179
-365,000
-6% -$1.3M
ENPH icon
65
Enphase Energy
ENPH
$5.39B
$19M 0.27%
276,345
+269,325
+3,837% +$21.4M
PLD icon
66
Prologis
PLD
$134B
$18.6M 0.27%
175,500
– –
QQQ icon
67
Invesco QQQ Trust
QQQ
$481B
$18.1M 0.26%
35,351
-1,727
-5% -$874K
DDOG icon
68
Datadog
DDOG
$86.5B
$17.1M 0.25%
120,000
-161,000
-57% -$22.1M
S icon
69
SentinelOne
S
$7.64B
$14M 0.2%
629,168
+402,098
+177% +$10.3M
BSJP
70
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$13M 0.19%
563,517
+4,381
+0.8% +$101K
SCHG icon
71
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$12.8M 0.18%
460,529
+1,321
+0.3% +$36.1K
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.03T
$12.8M 0.18%
23,684
-4,613
-16% -$2.5M
ODD icon
73
ODDITY Tech
ODD
$595M
$12.4M 0.18%
295,764
– –
ANF icon
74
Abercrombie & Fitch
ANF
$4.99B
$12.4M 0.18%
+83,000
New +$12.1M
QLTA icon
75
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$11.8M 0.17%
251,199
+84,923
+51% +$4.06M
1 2
3
4 5

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CLGM
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Migdal Insurance & Financial Holdings's Q4 2024 Portfolio in Review

As of Q4 2024, Migdal Insurance & Financial Holdings held 512 positions worth $6.97B, up 13% from $6.18B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Migdal Insurance & Financial Holdings deployed $519M of net new capital in Q4 2024, opening 66 new positions and adding to 84 existing holdings. Its largest new stake was VanEck Oil Services ETF: 320,290 shares worth $86.9M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was State Street Consumer Staples Select Sector SPDR ETF, an estimated $164M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q4 2024 buy was VanEck Oil Services ETF: 320,290 shares worth $86.9M.
  • Migdal Insurance & Financial Holdings added most to State Street Financial Select Sector SPDR ETF in Q4 2024, an estimated $211M increase.
  • Migdal Insurance & Financial Holdings's biggest Q4 2024 reduction was State Street Consumer Staples Select Sector SPDR ETF, cutting an estimated $164M.
  • Migdal Insurance & Financial Holdings fully exited Berkshire Hathaway Class A in Q4 2024, selling an estimated $48.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 44% of its $6.97B portfolio in Q4 2024.
  • Migdal Insurance & Financial Holdings opened 66 new positions and closed 124 in Q4 2024.
  • Migdal Insurance & Financial Holdings's portfolio value rose 13% quarter-over-quarter to $6.97B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2024, filed 28 Jan 2025.