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
$9.29B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$192M
2
+$148M
3
+$87.7M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$78.7M
5
AVGO icon
Broadcom
AVGO
+$60.5M

Top Sells

1
+$193M
2
+$149M
3
+$71.6M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$63.2M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$62.2M

Sector Composition

1 Technology 28.44%
2 Healthcare 10.21%
3 Communication Services 6.77%
4 Consumer Discretionary 5.98%
5 Financials 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
201
KLA
KLAC
$188B
$288K ﹤0.01%
267
+10
INCO icon
202
Columbia India Consumer ETF
INCO
$274M
$277K ﹤0.01%
4,280
-9,000
EWT icon
203
iShares MSCI Taiwan ETF
EWT
$7.28B
$263K ﹤0.01%
4,170
GS icon
204
Goldman Sachs
GS
$280B
$263K ﹤0.01%
330
-40,437
BSCQ icon
205
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.27B
$246K ﹤0.01%
12,570
EWY icon
206
iShares MSCI South Korea ETF
EWY
$9.5B
$239K ﹤0.01%
2,980
DRUP icon
207
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$55.5M
$237K ﹤0.01%
3,635
URTH icon
208
iShares MSCI World ETF
URTH
$6.86B
$236K ﹤0.01%
1,300
SNPS icon
209
Synopsys
SNPS
$96.7B
$227K ﹤0.01%
469
-151
ISRG icon
210
Intuitive Surgical
ISRG
$194B
$215K ﹤0.01%
486
-8
SPHD icon
211
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.13B
$210K ﹤0.01%
4,248
-3,755
PDD icon
212
Pinduoduo
PDD
$153B
$209K ﹤0.01%
1,590
-260
SAP icon
213
SAP
SAP
$278B
$208K ﹤0.01%
788
-95
UNH icon
214
UnitedHealth
UNH
$303B
$204K ﹤0.01%
591
-672
SHLD icon
215
Global X Defense Tech ETF
SHLD
$6.27B
$193K ﹤0.01%
+2,800
COST icon
216
Costco
COST
$422B
$188K ﹤0.01%
203
+10
SEDG icon
217
SolarEdge
SEDG
$2.08B
$182K ﹤0.01%
4,846
-1,013,499
XOM icon
218
Exxon Mobil
XOM
$549B
$180K ﹤0.01%
1,599
+79
ASHR icon
219
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.84B
$174K ﹤0.01%
+5,300
CVX icon
220
Chevron
CVX
$334B
$172K ﹤0.01%
1,109
NVO icon
221
Novo Nordisk
NVO
$262B
$154K ﹤0.01%
2,780
PLTR icon
222
Palantir
PLTR
$425B
$146K ﹤0.01%
800
-1,930
EZU icon
223
iShare MSCI Eurozone ETF
EZU
$9.35B
$143K ﹤0.01%
2,308
BKNG icon
224
Booking.com
BKNG
$167B
$135K ﹤0.01%
25
CMG icon
225
Chipotle Mexican Grill
CMG
$53.7B
$134K ﹤0.01%
3,350
+2,000
7 8
9
10 11