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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
FTNT icon
101
Fortinet
FTNT
$118B
$3.88M 0.05%
40,364
+2,460
+6% +$249K
VEU icon
102
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$3.81M 0.05%
+62,846
New +$3.79M
CSCO icon
103
Cisco
CSCO
$488B
$3.62M 0.05%
58,729
-4,286
-7% -$264K
CRWD icon
104
CrowdStrike
CRWD
$226B
$3.32M 0.05%
37,696
+352
+0.9% +$33.5K
ONEQ icon
105
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$3.26M 0.05%
+47,867
New +$3.57M
IGM icon
106
iShares Expanded Tech Sector ETF
IGM
$10.8B
$3.12M 0.04%
34,367
+12,020
+54% +$1.21M
AISP
107
Airship AI Holdings
AISP
$71.3M
$3.04M 0.04%
+788,857
New +$3.67M
HYG icon
108
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$2.99M 0.04%
37,949
+2,599
+7% +$206K
IEF icon
109
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$2.84M 0.04%
29,800
+4,068
+16% +$381K
EEM icon
110
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$2.78M 0.04%
63,698
+44,727
+236% +$1.94M
ESLT icon
111
Elbit Systems
ESLT
$36.5B
$2.72M 0.04%
7,100
– –
NET icon
112
Cloudflare
NET
$111B
$2.6M 0.04%
23,100
-860
-4% -$114K
GRID
113
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.3B
$2.41M 0.03%
21,339
+574
+3% +$68.7K
GOOGL icon
114
Alphabet (Google) Class A
GOOGL
$4.2T
$2.29M 0.03%
14,843
-479
-3% -$86.9K
SPNS
115
DELISTED
Sapiens International
SPNS
$2.25M 0.03%
+83,001
New +$2.24M
CIBR icon
116
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$2.22M 0.03%
35,228
-10,151
-22% -$674K
ZS icon
117
Zscaler
ZS
$28.7B
$2.16M 0.03%
10,864
+1,070
+11% +$213K
INFY icon
118
Infosys
INFY
$49.7B
$1.94M 0.03%
106,179
-38,600
-27% -$801K
VTV icon
119
Vanguard Morningstar Value ETF
VTV
$193B
$1.93M 0.03%
11,158
+242
+2% +$42.2K
FFIV icon
120
F5
FFIV
$24B
$1.86M 0.03%
7,000
-2,410
-26% -$674K
META icon
121
Meta Platforms (Facebook)
META
$1.47T
$1.82M 0.03%
3,151
-666
-17% -$430K
NOC icon
122
Northrop Grumman
NOC
$82B
$1.79M 0.03%
3,500
-160
-4% -$76.4K
IVV icon
123
iShares Core S&P 500 ETF
IVV
$904B
$1.71M 0.02%
3,036
-331
-10% -$195K
GD icon
124
General Dynamics
GD
$107B
$1.5M 0.02%
5,500
-678
-11% -$176K
SPYM
125
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.48M 0.02%
22,445
-2,250
-9% -$156K
3 4
5
6 7

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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.