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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
+16.88%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$8.42B
AUM Growth
+$1.3B
Cap. Flow
+$252M
Cap. Flow %
2.99%
Top 10 Hldgs %
46.81%
Holding
461
New
54
Increased
91
Reduced
120
Closed
104

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$221M
2
KBWB icon
Invesco KBW Bank ETF
KBWB
+$140M
3
META icon
Meta Platforms (Facebook)
META
+$130M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$105M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$76.5M

Top Sells

Rank Stock Value
1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$202M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$117M
3
TAN icon
Invesco Solar ETF
TAN
+$82.4M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$74.3M
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$68.9M

Sector Composition

Rank Sector Weight
1 Technology 27.15%
2 Healthcare 7.68%
3 Consumer Discretionary 6.39%
4 Communication Services 4.56%
5 Financials 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQE icon
151
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
$802K 0.01%
8,174
-814
-9% -$73.8K
HYS icon
152
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
$799K 0.01%
8,410
– –
QUAL icon
153
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$782K 0.01%
4,279
+1,169
+38% +$202K
QCOM icon
154
Qualcomm
QCOM
$171B
$741K 0.01%
4,654
-2,202
-32% -$324K
BUG icon
155
Global X Cybersecurity ETF
BUG
$1.5B
$705K 0.01%
19,000
-6,000
-24% -$206K
IBM icon
156
IBM
IBM
$222B
$695K 0.01%
2,356
+203
+9% +$52.3K
CDNS icon
157
Cadence Design Systems
CDNS
$89B
$687K 0.01%
2,238
-117
-5% -$34K
TLT icon
158
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$687K 0.01%
+7,785
New +$679K
SPSB icon
159
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$661K 0.01%
21,884
+1,810
+9% +$54.3K
NXTG icon
160
First Trust Indxx NextG ETF
NXTG
$572M
$646K 0.01%
6,644
-813
-11% -$72.3K
VCIT icon
161
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$629K 0.01%
7,581
-657
-8% -$53.4K
CRM icon
162
Salesforce
CRM
$158B
$627K 0.01%
2,296
-9
-0.4% -$2.41K
BSCP
163
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$626K 0.01%
30,262
-23,467
-44% -$486K
HTEC icon
164
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$74.2M
$601K 0.01%
21,059
-200
-0.9% -$5.38K
TJX icon
165
TJX Companies
TJX
$169B
$538K 0.01%
4,360
-185,957
-98% -$23.6M
EWC icon
166
iShares MSCI Canada ETF
EWC
$6.51B
$513K 0.01%
11,100
– –
GE icon
167
GE Aerospace
GE
$379B
$501K 0.01%
1,946
-407
-17% -$89.3K
CAT icon
168
Caterpillar
CAT
$393B
$488K 0.01%
1,256
-38
-3% -$12.7K
AKAM icon
169
Akamai
AKAM
$17.6B
$479K 0.01%
6,004
+4
+0.1% +$311
NFLX icon
170
Netflix
NFLX
$309B
$478K 0.01%
3,570
-80
-2% -$9.04K
DELL icon
171
Dell
DELL
$313B
$476K 0.01%
3,840
-253
-6% -$25.9K
SHY icon
172
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$472K 0.01%
5,699
+221
+4% +$18.2K
VLN icon
173
Valens Semiconductor
VLN
$202M
$472K 0.01%
179,616
– –
WMT icon
174
Walmart Inc
WMT
$923B
$472K 0.01%
4,829
-221
-4% -$21.1K
CEMB icon
175
iShares JPMorgan EM Corporate Bond ETF
CEMB
$412M
$464K 0.01%
10,215
+2,080
+26% +$92.9K
5 6
7
8 9

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Migdal Insurance & Financial Holdings's Q2 2025 Portfolio in Review

As of Q2 2025, Migdal Insurance & Financial Holdings held 461 positions worth $8.42B, up 18% from $7.12B the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Migdal Insurance & Financial Holdings's Q2 2025 filing shows 54 new, 91 increased, 120 reduced and 104 closed positions. Its largest new stake was Starbucks: 360,000 shares worth $33M. The largest sale was State Street Financial Select Sector SPDR ETF, an estimated $202M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 27% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Migdal Insurance & Financial Holdings's largest Q2 2025 buy was Starbucks: 360,000 shares worth $33M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q2 2025, an estimated $221M increase.
  • Migdal Insurance & Financial Holdings's biggest Q2 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $202M.
  • Migdal Insurance & Financial Holdings fully exited Invesco Solar ETF in Q2 2025, selling an estimated $82.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 47% of its $8.42B portfolio in Q2 2025.
  • Migdal Insurance & Financial Holdings opened 54 new positions and closed 104 in Q2 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 18% quarter-over-quarter to $8.42B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2025, filed 4 Aug 2025.