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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
+16.88%
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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
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
TTD icon
51
Trade Desk
TTD
$6.27B
$28.8M 0.34%
400,000
+50,000
+14% +$3.19M
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$28.5M 0.34%
46,178
-2,750
-6% -$1.57M
VRNS icon
53
Varonis Systems
VRNS
$4.83B
$26.8M 0.32%
528,189
+63,542
+14% +$2.89M
ONON icon
54
On Holding
ONON
$10.4B
$26.3M 0.31%
505,391
-404,609
-44% -$20.6M
MS icon
55
Morgan Stanley
MS
$343B
$25.6M 0.3%
181,692
-666
-0.4% -$81.8K
LEN icon
56
Lennar Class A
LEN
$20.7B
$25.4M 0.3%
+230,000
New +$24.9M
DHI icon
57
D.R. Horton
DHI
$41B
$25.1M 0.3%
+195,000
New +$24M
QQQM icon
58
Invesco NASDAQ 100 ETF
QQQM
$103B
$24.7M 0.29%
108,808
+12,648
+13% +$2.59M
SSYS icon
59
Stratasys
SSYS
$767M
$24.4M 0.29%
2,130,983
– –
ADBE icon
60
Adobe
ADBE
$102B
$24.3M 0.29%
62,795
+5
+0% +$1.93K
ABBV icon
61
AbbVie
ABBV
$441B
$24.2M 0.29%
130,575
+130,043
+24,444% +$24.2M
SMWB icon
62
Similarweb
SMWB
$730M
$23.6M 0.28%
3,006,157
+243,600
+9% +$1.82M
FROG icon
63
JFrog
FROG
$10.5B
$23.2M 0.28%
529,047
-15,000
-3% -$570K
OKTA icon
64
Okta
OKTA
$26B
$21.2M 0.25%
212,004
-22,001
-9% -$2.35M
MNDY icon
65
monday.com
MNDY
$3.58B
$21.1M 0.25%
67,009
-13,000
-16% -$3.62M
SEDG icon
66
SolarEdge
SEDG
$2B
$20.8M 0.25%
1,018,345
-90,880
-8% -$1.5M
WIX icon
67
WIX.com
WIX
$2.76B
$20.7M 0.25%
130,534
-55,000
-30% -$8.86M
TBLA icon
68
Taboola.com
TBLA
$1.09B
$19.6M 0.23%
5,349,179
– –
QQQ icon
69
Invesco QQQ Trust
QQQ
$481B
$18.9M 0.22%
34,236
-631
-2% -$314K
ODD icon
70
ODDITY Tech
ODD
$576M
$18.5M 0.22%
245,764
-10,000
-4% -$610K
PLD icon
71
Prologis
PLD
$133B
$18.4M 0.22%
175,500
– –
S icon
72
SentinelOne
S
$7.6B
$18M 0.21%
985,092
+100,869
+11% +$1.85M
GLBE icon
73
Global E Online
GLBE
$6.8B
$17.3M 0.21%
515,000
+135,000
+36% +$4.56M
NKE icon
74
Nike
NKE
$60.4B
$16.2M 0.19%
225,014
+224,002
+22,135% +$13.4M
MBLY icon
75
Mobileye
MBLY
$7.41B
$16M 0.19%
888,967
-2,812
-0.3% -$43K
1 2
3
4 5

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

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

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.