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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 52.5%
This Fund
S&P 500
This Quarter Est. Return
+6.39%
1 Year Est. Return
+52.5%
3 Year Est. Return
+121.22%
5 Year Est. Return
+148.45%
10 Year Est. Return
+570.87%
AUM
$11.5B
AUM Growth
-$104M
Cap. Flow
-$31.9M
Cap. Flow %
-0.28%
Top 10 Hldgs %
44.81%
Holding
434
New
88
Increased
95
Reduced
107
Closed
74

Top Buys

1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$373M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$175M
3
SMH icon
VanEck Semiconductor ETF
SMH
+$142M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$134M
5
MU icon
Micron Technology
MU
+$131M

Top Sells

1
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$767M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$251M
3
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$202M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$143M
5
META icon
Meta Platforms (Facebook)
META
+$136M

Sector Composition

1 Technology 30.14%
2 Healthcare 13.43%
3 Communication Services 5.62%
4 Consumer Discretionary 4.29%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OKTA icon
126
Okta
OKTA
$26.9B
$1.23M 0.01%
15,600
-4,000
-20% -$332K
IGIB icon
127
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$1.18M 0.01%
22,229
– –
C icon
128
Citigroup
C
$227B
$1.11M 0.01%
10,250
-285
-3% -$32.5K
MRVL icon
129
Marvell Technology
MRVL
$200B
$1.1M 0.01%
11,747
+700
+6% +$58.8K
LDOS icon
130
Leidos
LDOS
$13.4B
$1.09M 0.01%
7,000
-1,700
-20% -$305K
RSSL
131
Global X Russell 2000 ETF
RSSL
$1.47B
$1.06M 0.01%
11,250
-3,525
-24% -$356K
SPSB icon
132
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$1.05M 0.01%
34,851
+40
+0.1% +$1.21K
TLT icon
133
iShares 20+ Year Treasury Bond ETF
TLT
$41.9B
$1M 0.01%
11,554
+3,954
+52% +$348K
TDIV icon
134
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.2B
$996K 0.01%
10,633
-839
-7% -$81.9K
ZS icon
135
Zscaler
ZS
$24.6B
$982K 0.01%
7,000
-1,490
-18% -$264K
PAVE icon
136
Global X US Infrastructure Development ETF
PAVE
$14B
$971K 0.01%
+19,102
New +$995K
NEE icon
137
NextEra Energy
NEE
$187B
$969K 0.01%
10,434
-512
-5% -$45.5K
COP icon
138
ConocoPhillips
COP
$136B
$961K 0.01%
7,282
+370
+5% +$41K
ILF icon
139
iShares Latin America 40 ETF
ILF
$3.78B
$945K 0.01%
+26,600
New +$921K
RTX icon
140
RTX Corp
RTX
$260B
$937K 0.01%
4,858
+322
+7% +$64K
BSCR icon
141
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$924K 0.01%
47,092
-11,402
-19% -$225K
FLKR icon
142
Franklin FTSE South Korea ETF
FLKR
$1.19B
$917K 0.01%
+23,000
New +$937K
BUG icon
143
Global X Cybersecurity ETF
BUG
$1.3B
$900K 0.01%
36,700
+21,200
+137% +$582K
TJX icon
144
TJX Companies
TJX
$166B
$893K 0.01%
5,590
+288
+5% +$44.9K
INVZ icon
145
Innoviz Technologies
INVZ
$139M
$881K 0.01%
1,392,740
-5,912,991
-81% -$5.4M
INFY icon
146
Infosys
INFY
$44.7B
$881K 0.01%
65,179
-25,000
-28% -$392K
CAT icon
147
Caterpillar
CAT
$430B
$870K 0.01%
1,228
-99
-7% -$68.6K
QTEC icon
148
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.68B
$869K 0.01%
4,022
-227
-5% -$51.9K
HYS icon
149
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.73B
$829K 0.01%
8,890
+480
+6% +$45.3K
PLD icon
150
Prologis
PLD
$133B
$819K 0.01%
6,194
+335
+6% +$44.8K
4 5
6
7 8

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