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
VGK icon
176
Vanguard FTSE Europe ETF
VGK
$27.4B
$456K 0.01%
5,882
+371
RPD icon
177
Rapid7
RPD
$923M
$452K 0.01%
19,540
-1,705
KRE icon
178
State Street SPDR S&P Regional Banking ETF
KRE
$3.92B
$440K 0.01%
7,400
LMT icon
179
Lockheed Martin
LMT
$109B
$439K 0.01%
956
FSLY icon
180
Fastly
FSLY
$1.19B
$424K 0.01%
60,000
RSP icon
181
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$409K ﹤0.01%
2,249
-2,100
UNH icon
182
UnitedHealth
UNH
$297B
$394K ﹤0.01%
1,263
-133
GBIL icon
183
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.25B
$394K ﹤0.01%
3,935
+3,900
IBIT icon
184
iShares Bitcoin Trust
IBIT
$79.4B
$391K ﹤0.01%
6,380
+1,905
BTC
185
Grayscale Bitcoin Mini Trust ETF
BTC
$4.54B
$390K ﹤0.01%
8,177
+2,440
BITB icon
186
Bitwise Bitcoin ETF
BITB
$3.99B
$390K ﹤0.01%
6,659
+1,987
SPHD icon
187
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.03B
$381K ﹤0.01%
8,003
+2,353
PLTR icon
188
Palantir
PLTR
$448B
$372K ﹤0.01%
2,730
+2,000
JNJ icon
189
Johnson & Johnson
JNJ
$448B
$351K ﹤0.01%
2,301
-698
IWB icon
190
iShares Russell 1000 ETF
IWB
$45.5B
$351K ﹤0.01%
1,033
+35
SKYY icon
191
First Trust Cloud Computing ETF
SKYY
$3.3B
$321K ﹤0.01%
2,670
GOVT icon
192
iShares US Treasury Bond ETF
GOVT
$28.2B
$320K ﹤0.01%
13,939
-13,300
SNPS icon
193
Synopsys
SNPS
$76B
$318K ﹤0.01%
620
+50
EWP icon
194
iShares MSCI Spain ETF
EWP
$1.44B
$311K ﹤0.01%
7,060
JD icon
195
JD.com
JD
$45.4B
$305K ﹤0.01%
9,184
EPOL icon
196
iShares MSCI Poland ETF
EPOL
$452M
$303K ﹤0.01%
9,400
LRCX icon
197
Lam Research
LRCX
$207B
$288K ﹤0.01%
2,958
-6,409
TXN icon
198
Texas Instruments
TXN
$149B
$281K ﹤0.01%
1,354
-1,601
KO icon
199
Coca-Cola
KO
$295B
$280K ﹤0.01%
3,953
-470
SAP icon
200
SAP
SAP
$304B
$269K ﹤0.01%
883
-13
6 7
8
9 10