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
$8.42B
AUM Growth
+$1.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$252M
2
+$158M
3
+$155M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$126M
5
NVDA icon
NVIDIA
NVDA
+$85.4M

Top Sells

1
+$213M
2
+$118M
3
+$85M
4
TAN icon
Invesco Solar ETF
TAN
+$82.4M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$75.7M

Sector Composition

1 Technology 27.37%
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 Shares
QQQE
$1.26B
$802K 0.01%
8,174
-814
HYS icon
152
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.46B
$799K 0.01%
8,410
QUAL icon
153
iShares MSCI USA Quality Factor ETF
QUAL
$53.8B
$782K 0.01%
4,279
+1,169
QCOM icon
154
Qualcomm
QCOM
$197B
$741K 0.01%
4,654
-2,202
BUG icon
155
Global X Cybersecurity ETF
BUG
$1.08B
$705K 0.01%
19,000
-6,000
IBM icon
156
IBM
IBM
$286B
$695K 0.01%
2,356
+203
CDNS icon
157
Cadence Design Systems
CDNS
$89.3B
$687K 0.01%
2,238
-117
TLT icon
158
iShares 20+ Year Treasury Bond ETF
TLT
$47.9B
$687K 0.01%
+7,785
SPSB icon
159
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.9B
$661K 0.01%
21,884
+1,810
NXTG icon
160
First Trust Indxx NextG ETF
NXTG
$428M
$646K 0.01%
6,644
-813
VCIT icon
161
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$629K 0.01%
7,581
-657
CRM icon
162
Salesforce
CRM
$242B
$627K 0.01%
2,296
-9
BSCP icon
163
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$626K 0.01%
30,262
-23,467
HTEC icon
164
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$50.8M
$601K 0.01%
21,059
-200
TJX icon
165
TJX Companies
TJX
$160B
$538K 0.01%
4,360
-185,957
EWC icon
166
iShares MSCI Canada ETF
EWC
$3.34B
$513K 0.01%
11,100
GE icon
167
GE Aerospace
GE
$323B
$501K 0.01%
1,946
-407
CAT icon
168
Caterpillar
CAT
$268B
$488K 0.01%
1,256
-38
AKAM icon
169
Akamai
AKAM
$10.5B
$479K 0.01%
6,004
+4
NFLX icon
170
Netflix
NFLX
$463B
$478K 0.01%
357
-8
DELL icon
171
Dell
DELL
$103B
$476K 0.01%
3,840
-253
WMT icon
172
Walmart
WMT
$811B
$472K 0.01%
4,829
-221
VLN icon
173
Valens Semiconductor
VLN
$171M
$472K 0.01%
179,616
SHY icon
174
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$472K 0.01%
5,699
+221
CEMB icon
175
iShares JPMorgan EM Corporate Bond ETF
CEMB
$397M
$464K 0.01%
10,215
+2,080
5 6
7
8 9