MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.6B
1-Year Est. Return 32.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$244M
3
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

1
+$121M
2
+$87.4M
3
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSSL
126
Global X Russell 2000 ETF
RSSL
$1.4B
$1.44M 0.01%
14,775
ARBE icon
127
Arbe Robotics
ARBE
$101M
$1.42M 0.01%
1,200,000
GEN icon
128
Gen Digital
GEN
$13.7B
$1.36M 0.01%
50,000
SOXX icon
129
iShares Semiconductor ETF
SOXX
$22.3B
$1.29M 0.01%
4,301
-790
C icon
130
Citigroup
C
$193B
$1.23M 0.01%
10,535
-1,994
SCHG icon
131
Schwab US Large-Cap Growth ETF
SCHG
$50.4B
$1.2M 0.01%
36,856
-9,913
IGIB icon
132
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.2B
$1.2M 0.01%
22,229
BSCR icon
133
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$1.16M 0.01%
58,494
+10,402
ACWI icon
134
iShares MSCI ACWI ETF
ACWI
$28.1B
$1.11M 0.01%
7,877
-1,251
TDIV icon
135
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.74B
$1.11M 0.01%
11,472
-2,775
SPSB icon
136
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.77B
$1.05M 0.01%
34,811
+12,037
PYPL icon
137
PayPal
PYPL
$42.5B
$985K 0.01%
16,727
-304
QTEC icon
138
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.87B
$978K 0.01%
4,249
-1,250
IBDS icon
139
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.73B
$954K 0.01%
39,273
+4,205
MRVL icon
140
Marvell Technology
MRVL
$69.2B
$949K 0.01%
11,047
+422
WMT icon
141
Walmart Inc
WMT
$1.02T
$937K 0.01%
8,406
+2,406
MU icon
142
Micron Technology
MU
$464B
$923K 0.01%
3,234
-7,885
RBRK icon
143
Rubrik
RBRK
$10.4B
$918K 0.01%
12,000
-1,000
NEE icon
144
NextEra Energy
NEE
$195B
$879K 0.01%
10,946
+4,168
IBN icon
145
ICICI Bank
IBN
$109B
$860K 0.01%
28,799
-3,000
WFC icon
146
Wells Fargo
WFC
$252B
$839K 0.01%
8,956
-1,406
RTX icon
147
RTX Corp
RTX
$272B
$832K 0.01%
4,536
+2,095
TJX icon
148
TJX Companies
TJX
$180B
$814K 0.01%
5,302
+1,141
XLE icon
149
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$810K 0.01%
18,122
-1,306,860
NOW icon
150
ServiceNow
NOW
$113B
$806K 0.01%
5,240
-340
4 5
6
7 8