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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
CIBR icon
101
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$2.88M 0.04%
45,379
-4,804
-10% -$301K
HYG icon
102
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$2.78M 0.04%
35,350
+5,382
+18% +$427K
TSLA icon
103
Tesla
TSLA
$1.29T
$2.74M 0.04%
6,755
+2,534
+60% +$815K
FPE icon
104
First Trust Preferred Securities and Income ETF
FPE
$6.33B
$2.69M 0.04%
151,712
+4,729
+3% +$84.9K
ARBE icon
105
Arbe Robotics
ARBE
$92M
$2.6M 0.04%
1,400,000
– –
NET icon
106
Cloudflare
NET
$111B
$2.58M 0.04%
23,960
– –
GRID
107
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$2.48M 0.04%
20,765
+898
+5% +$112K
INCO icon
108
Columbia India Consumer ETF
INCO
$236M
$2.43M 0.03%
37,780
– –
IEF icon
109
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$2.38M 0.03%
25,732
+7,969
+45% +$753K
FFIV icon
110
F5
FFIV
$24B
$2.37M 0.03%
9,410
-253
-3% -$60.5K
IGM icon
111
iShares Expanded Tech Sector ETF
IGM
$10.8B
$2.28M 0.03%
22,347
-3,656
-14% -$367K
META icon
112
Meta Platforms (Facebook)
META
$1.47T
$2.23M 0.03%
3,817
+520
+16% +$305K
IBN icon
113
ICICI Bank
IBN
$107B
$1.98M 0.03%
65,799
-27,000
-29% -$815K
IVV icon
114
iShares Core S&P 500 ETF
IVV
$904B
$1.98M 0.03%
3,367
-460
-12% -$272K
VTV icon
115
Vanguard Morningstar Value ETF
VTV
$193B
$1.85M 0.03%
10,916
-1,038
-9% -$182K
ESLT icon
116
Elbit Systems
ESLT
$36.5B
$1.84M 0.03%
7,100
– –
OKTA icon
117
Okta
OKTA
$25.6B
$1.82M 0.03%
23,124
-4,436
-16% -$344K
WIT icon
118
Wipro
WIT
$19.3B
$1.82M 0.03%
513,752
-350,000
-41% -$1.2M
BSCP
119
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$1.78M 0.03%
86,256
-9,152
-10% -$189K
ZS icon
120
Zscaler
ZS
$28.7B
$1.77M 0.03%
9,794
-114
-1% -$22.1K
NOC icon
121
Northrop Grumman
NOC
$82B
$1.72M 0.02%
3,660
– –
HDB icon
122
HDFC Bank
HDB
$119B
$1.71M 0.02%
53,448
-22,000
-29% -$704K
TDIV icon
123
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.44B
$1.71M 0.02%
21,807
-2,332
-10% -$187K
SPYM
124
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.7M 0.02%
24,695
-1,715
-6% -$119K
GD icon
125
General Dynamics
GD
$107B
$1.63M 0.02%
6,178
+2,740
+80% +$789K
3 4
5
6 7

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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.