MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $9.29B
1-Year Est. Return 28.08%
This Quarter Est. Return
1 Year Est. Return
+28.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AISP
126
Airship AI Holdings
AISP
$126M
$1.55M 0.02%
300,000
-300,000
VEA icon
127
Vanguard FTSE Developed Markets ETF
VEA
$185B
$1.52M 0.02%
+25,303
SCHG icon
128
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$1.49M 0.02%
46,769
-158,391
INFY icon
129
Infosys
INFY
$72.5B
$1.47M 0.02%
90,179
GEN icon
130
Gen Digital
GEN
$16.3B
$1.42M 0.02%
50,000
RSSL
131
Global X Russell 2000 ETF
RSSL
$1.39B
$1.4M 0.02%
14,775
TDIV icon
132
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.73B
$1.39M 0.01%
14,247
-5,408
CRM icon
133
Salesforce
CRM
$219B
$1.38M 0.01%
5,696
+3,400
SOXX icon
134
iShares Semiconductor ETF
SOXX
$16.7B
$1.35M 0.01%
5,091
-432
C icon
135
Citigroup
C
$185B
$1.28M 0.01%
12,529
+438
ACWI icon
136
iShares MSCI ACWI ETF
ACWI
$24B
$1.26M 0.01%
9,128
+2
QTEC icon
137
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.94B
$1.24M 0.01%
5,499
-2,846
IGIB icon
138
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.1B
$1.2M 0.01%
22,229
+3,606
PYPL icon
139
PayPal
PYPL
$58.7B
$1.17M 0.01%
17,031
-973
TXN icon
140
Texas Instruments
TXN
$153B
$1.09M 0.01%
5,948
+4,594
RBRK icon
141
Rubrik
RBRK
$13.7B
$1.07M 0.01%
13,000
NOW icon
142
ServiceNow
NOW
$169B
$1.04M 0.01%
1,116
-26
TENB icon
143
Tenable Holdings
TENB
$3.17B
$1.02M 0.01%
35,000
IBN icon
144
ICICI Bank
IBN
$112B
$961K 0.01%
31,799
-13,000
BSCR icon
145
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.28B
$948K 0.01%
48,092
-2,681
HDB icon
146
HDFC Bank
HDB
$189B
$938K 0.01%
27,448
-6,000
MRVL icon
147
Marvell Technology
MRVL
$77.1B
$884K 0.01%
10,625
-422,230
WFC icon
148
Wells Fargo
WFC
$269B
$872K 0.01%
10,362
+9,759
IBDS icon
149
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.48B
$854K 0.01%
35,068
+42
TLT icon
150
iShares 20+ Year Treasury Bond ETF
TLT
$50.2B
$810K 0.01%
9,066
+1,281
4 5
6
7 8