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
State Street Energy Select Sector SPDR ETF
XLE
+$75.7M

Sector Composition

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
VGK icon
176
Vanguard FTSE Europe ETF
VGK
$28.9B
$456K 0.01%
5,882
+371
RPD icon
177
Rapid7
RPD
$1.01B
$452K 0.01%
19,540
-1,705
KRE icon
178
State Street SPDR S&P Regional Banking ETF
KRE
$4.09B
$440K 0.01%
7,400
LMT icon
179
Lockheed Martin
LMT
$110B
$439K 0.01%
956
FSLY icon
180
Fastly, Inc. Class A Common Stock
FSLY
$1.53B
$424K 0.01%
60,000
RSP icon
181
Invesco S&P 500 Equal Weight ETF
RSP
$75.8B
$409K ﹤0.01%
2,249
-2,100
GBIL icon
182
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.51B
$394K ﹤0.01%
3,935
+3,900
UNH icon
183
UnitedHealth
UNH
$297B
$394K ﹤0.01%
1,263
-133
IBIT icon
184
iShares Bitcoin Trust
IBIT
$68.3B
$391K ﹤0.01%
6,380
+1,905
BITB icon
185
Bitwise Bitcoin ETF
BITB
$3.38B
$390K ﹤0.01%
6,659
+1,987
BTC
186
Grayscale Bitcoin Mini Trust ETF
BTC
$3.84B
$390K ﹤0.01%
8,177
+2,440
SPHD icon
187
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.05B
$381K ﹤0.01%
8,003
+2,353
PLTR icon
188
Palantir
PLTR
$461B
$372K ﹤0.01%
2,730
+2,000
IWB icon
189
iShares Russell 1000 ETF
IWB
$46B
$351K ﹤0.01%
1,033
+35
JNJ icon
190
Johnson & Johnson
JNJ
$497B
$351K ﹤0.01%
2,301
-698
SKYY icon
191
First Trust Cloud Computing ETF
SKYY
$3.11B
$321K ﹤0.01%
2,670
GOVT icon
192
iShares US Treasury Bond ETF
GOVT
$33.2B
$320K ﹤0.01%
13,939
-13,300
SNPS icon
193
Synopsys
SNPS
$88.4B
$318K ﹤0.01%
620
+50
EWP icon
194
iShares MSCI Spain ETF
EWP
$1.68B
$311K ﹤0.01%
7,060
JD icon
195
JD.com
JD
$40.9B
$305K ﹤0.01%
9,184
EPOL icon
196
iShares MSCI Poland ETF
EPOL
$442M
$303K ﹤0.01%
9,400
LRCX icon
197
Lam Research
LRCX
$216B
$288K ﹤0.01%
2,958
-6,409
TXN icon
198
Texas Instruments
TXN
$160B
$281K ﹤0.01%
1,354
-1,601
KO icon
199
Coca-Cola
KO
$301B
$280K ﹤0.01%
3,953
-470
SAP icon
200
SAP
SAP
$285B
$269K ﹤0.01%
883
-13
6 7
8
9 10