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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
-7.65%
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
$7.12B
AUM Growth
+$150M
Cap. Flow
+$872M
Cap. Flow %
12.24%
Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
116
Reduced
114
Closed
96

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$144M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$140M
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$120M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$115M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$93.9M

Top Sells

Rank Stock Value
1
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$111M
2
OBDE
Blue Owl Capital Corporation III
OBDE
+$97.4M
3
OIH icon
VanEck Oil Services ETF
OIH
+$86.9M
4
V icon
Visa
V
+$50.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 26.64%
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
OKTA icon
51
Okta
OKTA
$25.6B
$24.6M 0.35%
234,005
+210,881
+912% +$20.6M
NVO
52
Novo Nordisk
NVO
$203B
$24.2M 0.34%
343,389
+339,820
+9,521% +$28.1M
ADBE icon
53
Adobe
ADBE
$103B
$24.1M 0.34%
62,790
+61,581
+5,094% +$26.4M
DT icon
54
Dynatrace
DT
$14.3B
$23.8M 0.33%
505,743
+213
+0% +$11.7K
TJX icon
55
TJX Companies
TJX
$169B
$23.2M 0.33%
+190,317
New +$23.1M
SMWB icon
56
Similarweb
SMWB
$770M
$22.8M 0.32%
2,762,557
+1,050,000
+61% +$12.9M
V icon
57
Visa
V
$671B
$22.8M 0.32%
65,168
-149,660
-70% -$50.6M
GS icon
58
Goldman Sachs
GS
$302B
$22.4M 0.31%
40,933
-322
-0.8% -$194K
MS icon
59
Morgan Stanley
MS
$342B
$21.3M 0.3%
182,358
-1,232
-0.7% -$159K
MA icon
60
Mastercard
MA
$490B
$21.1M 0.3%
38,512
-90,492
-70% -$49.3M
TSLA icon
61
Tesla
TSLA
$1.29T
$20.9M 0.29%
80,687
+73,932
+1,094% +$24.6M
SSYS icon
62
Stratasys
SSYS
$767M
$20.9M 0.29%
2,130,983
+977,403
+85% +$10M
PFE icon
63
Pfizer
PFE
$150B
$20.3M 0.29%
801,589
+1,589
+0.2% +$41.6K
PLD icon
64
Prologis
PLD
$134B
$19.6M 0.28%
175,500
– –
MNDY icon
65
monday.com
MNDY
$3.63B
$19.5M 0.27%
80,009
+34,000
+74% +$8.99M
TTD icon
66
Trade Desk
TTD
$6.34B
$19.2M 0.27%
350,000
+349,991
+3,888,789% +$31.7M
VRNS icon
67
Varonis Systems
VRNS
$4.82B
$18.8M 0.26%
464,647
+429,045
+1,205% +$18.5M
QQQM icon
68
Invesco NASDAQ 100 ETF
QQQM
$103B
$18.6M 0.26%
96,160
+1,704
+2% +$356K
SEDG icon
69
SolarEdge
SEDG
$1.97B
$17.9M 0.25%
1,109,225
+1,098,284
+10,038% +$17.1M
FROG icon
70
JFrog
FROG
$10.4B
$17.4M 0.24%
544,047
-350,000
-39% -$12.2M
QQQ icon
71
Invesco QQQ Trust
QQQ
$481B
$16.4M 0.23%
34,867
-484
-1% -$246K
S icon
72
SentinelOne
S
$7.64B
$16.1M 0.23%
884,223
+255,055
+41% +$5.53M
TBLA icon
73
Taboola.com
TBLA
$1.05B
$15.8M 0.22%
5,349,179
– –
MDB icon
74
MongoDB
MDB
$35.2B
$15.3M 0.22%
87,500
+44,000
+101% +$10.7M
MU icon
75
Micron Technology
MU
$1.03T
$14.7M 0.21%
168,285
-125,808
-43% -$12.1M
1 2
3
4 5

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CLGM
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Migdal Insurance & Financial Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Migdal Insurance & Financial Holdings held 503 positions worth $7.12B, up 2.1% from $6.97B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Migdal Insurance & Financial Holdings deployed $872M of net new capital in Q1 2025, opening 115 new positions and adding to 116 existing holdings. Its largest new stake was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.

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

On the sell side, the largest reduction was State Street SPDR S&P Regional Banking ETF, an estimated $111M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q1 2025 buy was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q1 2025, an estimated $144M increase.
  • Migdal Insurance & Financial Holdings's biggest Q1 2025 reduction was State Street SPDR S&P Regional Banking ETF, cutting an estimated $111M.
  • Migdal Insurance & Financial Holdings fully exited Blue Owl Capital Corporation III in Q1 2025, selling an estimated $97.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 41% of its $7.12B portfolio in Q1 2025.
  • Migdal Insurance & Financial Holdings opened 115 new positions and closed 96 in Q1 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 2.1% quarter-over-quarter to $7.12B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.