MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.79%
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
QTEC icon
126
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.91B
$1.45M 0.02%
8,334
+1,022
IBN icon
127
ICICI Bank
IBN
$114B
$1.41M 0.02%
44,799
-21,000
GEN icon
128
Gen Digital
GEN
$16.3B
$1.4M 0.02%
52,907
-6,509
VCSH icon
129
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.4B
$1.39M 0.02%
17,641
+3,470
XAR icon
130
SPDR S&P Aerospace & Defense ETF
XAR
$4.78B
$1.39M 0.02%
8,632
-12,506
LDOS icon
131
Leidos
LDOS
$23.7B
$1.35M 0.02%
10,000
-1,230
ASML icon
132
ASML
ASML
$396B
$1.33M 0.02%
1,990
+100
VEA icon
133
Vanguard FTSE Developed Markets ETF
VEA
$178B
$1.29M 0.02%
25,303
+3,340
TENB icon
134
Tenable Holdings
TENB
$3.53B
$1.28M 0.02%
36,500
-3,545
BABA icon
135
Alibaba
BABA
$383B
$1.26M 0.02%
9,498
-1,040
ARBE icon
136
Arbe Robotics
ARBE
$246M
$1.24M 0.02%
1,200,000
-200,000
TDIV icon
137
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$3.76B
$1.2M 0.02%
16,228
-5,579
PYPL icon
138
PayPal
PYPL
$63.1B
$1.18M 0.02%
18,069
-161
RSSL
139
Global X Russell 2000 ETF
RSSL
$1.42B
$1.17M 0.02%
14,775
BSCP icon
140
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$1.11M 0.02%
53,729
-32,527
HDB icon
141
HDFC Bank
HDB
$181B
$1.11M 0.02%
33,448
-20,000
ACWI icon
142
iShares MSCI ACWI ETF
ACWI
$22.9B
$1.06M 0.01%
9,126
+360
QCOM icon
143
Qualcomm
QCOM
$177B
$1.05M 0.01%
6,856
-1,939
SOXX icon
144
iShares Semiconductor ETF
SOXX
$15.7B
$1.04M 0.01%
5,535
-421
RDY icon
145
Dr. Reddy's Laboratories
RDY
$11.8B
$989K 0.01%
75,000
-25,000
IGIB icon
146
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.5B
$978K 0.01%
18,623
+2,500
WIT icon
147
Wipro
WIT
$28B
$960K 0.01%
313,752
-200,000
C icon
148
Citigroup
C
$172B
$933K 0.01%
13,214
-1,953
NOW icon
149
ServiceNow
NOW
$186B
$906K 0.01%
1,137
-89
SNPE icon
150
Xtrackers S&P 500 ESG ETF
SNPE
$2.14B
$878K 0.01%
17,412
-52,767
4 5
6
7 8