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MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $15.6B
1-Year Est. Return 71.29%
This Fund
S&P 500
This Quarter Est. Return
-7.65%
1 Year Est. Return
+71.29%
3 Year Est. Return
+173.57%
5 Year Est. Return
+196.76%
10 Year Est. Return
+800.33%
AUM
$7.12B
AUM Growth
+$150M
Cap. Flow
+$872M
Cap. Flow %
12.24%
Top 10 Hldgs %
41.14%
Holding
503
New
115
Increased
116
Reduced
114
Closed
96

Top Buys

Rank Stock Value
1
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$144M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$140M
3
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$120M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$115M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$93.9M

Top Sells

Rank Stock Value
1
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$111M
2
OBDE
Blue Owl Capital Corporation III
OBDE
+$97.4M
3
OIH icon
VanEck Oil Services ETF
OIH
+$86.9M
4
V icon
Visa
V
+$50.6M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$50.1M

Sector Composition

Rank Sector Weight
1 Technology 26.64%
2 Healthcare 7.53%
3 Consumer Discretionary 5.26%
4 Communication Services 3.42%
5 Financials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHD icon
201
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$284K ﹤0.01%
5,650
– –
SKYY icon
202
First Trust Cloud Computing ETF
SKYY
$3.25B
$276K ﹤0.01%
2,670
-1,524
-36% -$181K
EWP icon
203
iShares MSCI Spain ETF
EWP
$2.22B
$269K ﹤0.01%
+7,060
New +$247K
EPOL icon
204
iShares MSCI Poland ETF
EPOL
$825M
$263K ﹤0.01%
+9,400
New +$237K
ISRG icon
205
Intuitive Surgical
ISRG
$142B
$250K ﹤0.01%
+504
New +$279K
BSCQ icon
206
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$245K ﹤0.01%
+12,570
New +$245K
SNPS icon
207
Synopsys
SNPS
$79B
$244K ﹤0.01%
570
-79
-12% -$38.4K
SAP icon
208
SAP
SAP
$236B
$241K ﹤0.01%
896
+888
+11,100% +$242K
EWT icon
209
iShares MSCI Taiwan ETF
EWT
$11.4B
$235K ﹤0.01%
4,920
-900
-15% -$46.3K
IYC icon
210
iShares US Consumer Discretionary ETF
IYC
$1.21B
$233K ﹤0.01%
2,640
– –
PG icon
211
Procter & Gamble
PG
$335B
$228K ﹤0.01%
+1,337
New +$224K
PDD icon
212
Pinduoduo
PDD
$127B
$219K ﹤0.01%
1,850
– –
BITB icon
213
Bitwise Bitcoin ETF
BITB
$2.43B
$210K ﹤0.01%
4,672
+4,463
+2,135% +$226K
BRRR icon
214
Coinshares Bitcoin ETF
BRRR
$399M
$209K ﹤0.01%
+8,988
New +$237K
IBIT icon
215
iShares Bitcoin Trust
IBIT
$47.2B
$209K ﹤0.01%
4,475
+4,275
+2,138% +$226K
BTC
216
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$209K ﹤0.01%
5,737
+5,480
+2,132% +$226K
DRUP icon
217
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$52.3M
$205K ﹤0.01%
3,935
– –
EWY icon
218
iShares MSCI South Korea ETF
EWY
$27.2B
$201K ﹤0.01%
3,680
-830
-18% -$46K
MPWR icon
219
Monolithic Power Systems
MPWR
$70B
$200K ﹤0.01%
+344
New +$217K
URTH icon
220
iShares MSCI World ETF
URTH
$8.35B
$199K ﹤0.01%
1,300
– –
FSEP icon
221
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
$198K ﹤0.01%
+4,450
New +$204K
CVX icon
222
Chevron
CVX
$386B
$186K ﹤0.01%
1,109
– –
VALE icon
223
Vale
VALE
$61.4B
$184K ﹤0.01%
+18,463
New +$174K
SCCO icon
224
Southern Copper
SCCO
$165B
$183K ﹤0.01%
+2,076
New +$184K
FCX icon
225
Freeport-McMoran
FCX
$96.9B
$179K ﹤0.01%
+4,717
New +$180K
7 8
9
10 11

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Migdal Insurance & Financial Holdings's Q1 2025 Portfolio in Review

As of Q1 2025, Migdal Insurance & Financial Holdings held 503 positions worth $7.12B, up 2.1% from $6.97B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Migdal Insurance & Financial Holdings deployed $872M of net new capital in Q1 2025, opening 115 new positions and adding to 116 existing holdings. Its largest new stake was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR S&P Regional Banking ETF, an estimated $111M trimmed.

  • Migdal Insurance & Financial Holdings's largest Q1 2025 buy was KraneShares CSI China Internet ETF: 3,611,134 shares worth $126M.
  • Migdal Insurance & Financial Holdings added most to State Street Technology Select Sector SPDR ETF in Q1 2025, an estimated $144M increase.
  • Migdal Insurance & Financial Holdings's biggest Q1 2025 reduction was State Street SPDR S&P Regional Banking ETF, cutting an estimated $111M.
  • Migdal Insurance & Financial Holdings fully exited Blue Owl Capital Corporation III in Q1 2025, selling an estimated $97.4M.
  • Migdal Insurance & Financial Holdings's ten largest holdings make up 41% of its $7.12B portfolio in Q1 2025.
  • Migdal Insurance & Financial Holdings opened 115 new positions and closed 96 in Q1 2025.
  • Migdal Insurance & Financial Holdings's portfolio value rose 2.1% quarter-over-quarter to $7.12B.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2025, filed 5 May 2025.