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
HYS icon
151
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$805K 0.01%
8,410
CDNS icon
152
Cadence Design Systems
CDNS
$84.9B
$788K 0.01%
2,250
+12
SPMO icon
153
Invesco S&P 500 Momentum ETF
SPMO
$12.9B
$758K 0.01%
+6,259
QLYS icon
154
Qualys
QLYS
$5.05B
$716K 0.01%
5,411
-935
QQQE icon
155
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.25B
$707K 0.01%
7,151
-1,023
IBM icon
156
IBM
IBM
$288B
$704K 0.01%
2,496
+140
SPSB icon
157
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.3B
$690K 0.01%
22,774
+890
BUG icon
158
Global X Cybersecurity ETF
BUG
$995M
$669K 0.01%
19,000
WMT icon
159
Walmart
WMT
$881B
$618K 0.01%
6,000
+1,171
CAT icon
160
Caterpillar
CAT
$269B
$613K 0.01%
1,284
+28
TJX icon
161
TJX Companies
TJX
$169B
$598K 0.01%
4,161
-199
BSCP icon
162
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.46B
$594K 0.01%
28,722
-1,540
SHY icon
163
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$592K 0.01%
7,130
+1,431
GE icon
164
GE Aerospace
GE
$315B
$585K 0.01%
1,946
DELL icon
165
Dell
DELL
$89.4B
$584K 0.01%
4,340
+500
HTEC icon
166
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$54.3M
$580K 0.01%
19,015
-2,044
NXTG icon
167
First Trust Indxx NextG ETF
NXTG
$410M
$574K 0.01%
5,689
-955
WIT icon
168
Wipro
WIT
$28.5B
$562K 0.01%
+213,752
EWC icon
169
iShares MSCI Canada ETF
EWC
$3.54B
$561K 0.01%
11,100
BITB icon
170
Bitwise Bitcoin ETF
BITB
$3.48B
$543K 0.01%
8,733
+2,074
BRRR icon
171
Coinshares Bitcoin ETF
BRRR
$1.02M
$543K 0.01%
+16,809
IBIT icon
172
iShares Bitcoin Trust
IBIT
$71.2B
$543K 0.01%
8,360
+1,980
BTC
173
Grayscale Bitcoin Mini Trust ETF
BTC
$3.96B
$543K 0.01%
10,726
+2,549
CEMB icon
174
iShares JPMorgan EM Corporate Bond ETF
CEMB
$392M
$536K 0.01%
11,590
+1,375
JD icon
175
JD.com
JD
$42.3B
$535K 0.01%
15,024
+5,840
5 6
7
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