Migdal Insurance & Financial Holdings Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
+$625M |
| 2 |
State Street SPDR S&P Bank ETF
KBE
|
+$105M |
| 3 |
iShares US Transportation ETF
IYT
|
+$85.7M |
| 4 |
iShares Cybersecurity and Tech ETF
IHAK
|
+$74M |
| 5 |
Deere & Co
DE
|
+$60.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$553M |
| 2 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$94.2M |
| 3 |
VanEck Semiconductor ETF
SMH
|
+$93.7M |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$90.1M |
| 5 |
Apple
AAPL
|
+$76.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 19.49% |
| 2 | Consumer Discretionary | 11.82% |
| 3 | Financials | 9.71% |
| 4 | Communication Services | 6.93% |
| 5 | Industrials | 5.63% |
Similar funds
Migdal Insurance & Financial Holdings's Q1 2021 Portfolio in Review
As of Q1 2021, Migdal Insurance & Financial Holdings held 759 positions worth $9.92B, up 17% from $8.47B the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Migdal Insurance & Financial Holdings deployed $1.04B of net new capital in Q1 2021, opening 112 new positions and adding to 319 existing holdings. Its largest new stake was Vanguard Russell 2000 ETF: 7,092,910 shares worth $632M.
By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 22% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was State Street Industrial Select Sector SPDR ETF, an estimated $94.2M trimmed.
- Migdal Insurance & Financial Holdings's largest Q1 2021 buy was Vanguard Russell 2000 ETF: 7,092,910 shares worth $632M.
- Migdal Insurance & Financial Holdings added most to State Street SPDR S&P Bank ETF in Q1 2021, an estimated $105M increase.
- Migdal Insurance & Financial Holdings's biggest Q1 2021 reduction was State Street Industrial Select Sector SPDR ETF, cutting an estimated $94.2M.
- Migdal Insurance & Financial Holdings fully exited iShares Russell 2000 ETF in Q1 2021, selling an estimated $553M.
- Migdal Insurance & Financial Holdings's ten largest holdings make up 34% of its $9.92B portfolio in Q1 2021.
- Migdal Insurance & Financial Holdings opened 112 new positions and closed 92 in Q1 2021.
- Migdal Insurance & Financial Holdings's portfolio value rose 17% quarter-over-quarter to $9.92B.
Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2021, filed 4 May 2021.