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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
INVZ icon
76
Innoviz Technologies
INVZ
$114M
$11.4M 0.16%
6,805,731
+810,731
+14% +$670K
CEVA icon
77
CEVA Inc
CEVA
$857M
$11.2M 0.16%
355,821
-61,013
-15% -$1.7M
ONON icon
78
On Holding
ONON
$10.4B
$11M 0.16%
+200,000
New +$10.6M
MNDY icon
79
monday.com
MNDY
$3.63B
$10.8M 0.16%
46,009
-9,000
-16% -$2.49M
SSYS icon
80
Stratasys
SSYS
$767M
$10.3M 0.15%
1,153,580
+400,000
+53% +$3.44M
MDB icon
81
MongoDB
MDB
$35.2B
$10.1M 0.15%
43,500
– –
CYBR
82
DELISTED
CyberArk
CYBR
$9.99M 0.14%
30,000
-15,000
-33% -$4.56M
GLBE icon
83
Global E Online
GLBE
$6.81B
$9.81M 0.14%
180,000
-281,000
-61% -$12.7M
PERI icon
84
Perion Network
PERI
$377M
$9.28M 0.13%
1,095,973
– –
NYAX
85
Nayax
NYAX
$1.86B
$8.75M 0.13%
300,000
– –
IYW icon
86
iShares US Technology ETF
IYW
$25.4B
$7.52M 0.11%
47,135
-7,521
-14% -$1.19M
URGN icon
87
UroGen Pharma
URGN
$2.39B
$7.31M 0.1%
686,472
– –
TLH icon
88
iShares 10-20 Year Treasury Bond ETF
TLH
$10.8B
$6M 0.09%
60,328
+32,670
+118% +$3.38M
ZIM icon
89
ZIM Integrated Shipping Services
ZIM
$3.05B
$5.33M 0.08%
248,000
-140,000
-36% -$3.08M
TIP icon
90
iShares TIPS Bond ETF
TIP
$14.7B
$4.59M 0.07%
43,037
-16,464
-28% -$1.78M
GILT icon
91
Gilat Satellite Networks
GILT
$895M
$4.13M 0.06%
671,210
– –
LMBS icon
92
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$4.01M 0.06%
82,467
+1,098
+1% +$53.6K
SNPE icon
93
Xtrackers S&P 500 ESG ETF
SNPE
$2.78B
$3.74M 0.05%
70,179
+729
+1% +$39.2K
CSCO icon
94
Cisco
CSCO
$488B
$3.73M 0.05%
63,015
-1,040
-2% -$59.4K
FTNT icon
95
Fortinet
FTNT
$118B
$3.58M 0.05%
37,904
-235
-0.6% -$20.9K
XAR icon
96
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.64B
$3.51M 0.05%
21,138
-4,061
-16% -$670K
MBLY icon
97
Mobileye
MBLY
$7.48B
$3.33M 0.05%
167,084
+159,572
+2,124% +$2.51M
CRWD icon
98
CrowdStrike
CRWD
$226B
$3.19M 0.05%
37,344
-264
-0.7% -$21.9K
INFY icon
99
Infosys
INFY
$49.7B
$3.19M 0.05%
144,779
-55,000
-28% -$1.23M
GOOGL icon
100
Alphabet (Google) Class A
GOOGL
$4.2T
$2.92M 0.04%
15,322
-1,144
-7% -$200K
2 3
4
5 6

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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.