MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $11.5B
1-Year Est. Return 53.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+53.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.6B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$759M
2
+$244M
3
+$176M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$119M
5
CQQQ icon
Invesco China Technology ETF
CQQQ
+$99.3M

Top Sells

1
+$121M
2
+$87.4M
3
+$70.5M
4
AAPL icon
Apple
AAPL
+$64.4M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$58.2M

Sector Composition

1 Technology 25.47%
2 Healthcare 12.26%
3 Communication Services 6.94%
4 Consumer Discretionary 5.17%
5 Utilities 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TENB icon
151
Tenable Holdings
TENB
$2.86B
$800K 0.01%
34,000
-1,000
HYS icon
152
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.69B
$797K 0.01%
8,410
IWM icon
153
iShares Russell 2000 ETF
IWM
$78.3B
$763K 0.01%
3,101
+1,331
CAT icon
154
Caterpillar
CAT
$409B
$760K 0.01%
1,327
+43
PLD icon
155
Prologis
PLD
$136B
$748K 0.01%
+5,859
HDB icon
156
HDFC Bank
HDB
$121B
$727K 0.01%
19,948
-7,500
CDNS icon
157
Cadence Design Systems
CDNS
$103B
$721K 0.01%
2,299
+49
CRM icon
158
Salesforce
CRM
$144B
$705K 0.01%
2,655
-3,041
SHY icon
159
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$680K 0.01%
8,213
+1,083
CEMB icon
160
iShares JPMorgan EM Corporate Bond ETF
CEMB
$424M
$676K 0.01%
14,743
+3,153
TMUS icon
161
T-Mobile US
TMUS
$205B
$676K 0.01%
3,329
+3,053
QLYS icon
162
Qualys
QLYS
$3.53B
$665K 0.01%
5,000
-411
TLT icon
163
iShares 20+ Year Treasury Bond ETF
TLT
$43.7B
$662K 0.01%
7,600
-1,466
COP icon
164
ConocoPhillips
COP
$140B
$647K 0.01%
+6,912
BSCQ icon
165
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.83B
$641K 0.01%
32,730
+20,160
QQQE icon
166
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.32B
$628K 0.01%
6,117
-1,034
QCOM icon
167
Qualcomm
QCOM
$256B
$617K 0.01%
3,602
-5,765
WIT icon
168
Wipro
WIT
$25.5B
$611K 0.01%
213,752
EWC icon
169
iShares MSCI Canada ETF
EWC
$5.4B
$599K 0.01%
11,100
GE icon
170
GE Aerospace
GE
$335B
$599K 0.01%
1,946
BITB icon
171
Bitwise Bitcoin ETF
BITB
$2.82B
$583K 0.01%
12,265
+3,532
BRRR icon
172
Coinshares Bitcoin ETF
BRRR
$462M
$583K 0.01%
23,570
+6,761
IBIT icon
173
iShares Bitcoin Trust
IBIT
$59.2B
$583K 0.01%
11,750
+3,390
BTC
174
Grayscale Bitcoin Mini Trust ETF
BTC
$3.89B
$583K 0.01%
15,060
+4,334
DELL icon
175
Dell
DELL
$206B
$555K ﹤0.01%
4,340
5 6
7
8 9