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
ISRG icon
201
Intuitive Surgical
ISRG
$203B
$268K ﹤0.01%
494
-10
BSCQ icon
202
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.29B
$245K ﹤0.01%
12,570
EWT icon
203
iShares MSCI Taiwan ETF
EWT
$6.68B
$241K ﹤0.01%
4,170
-750
XLG icon
204
Invesco S&P 500 Top 50 ETF
XLG
$11.6B
$235K ﹤0.01%
4,503
-1,954
IYC icon
205
iShares US Consumer Discretionary ETF
IYC
$1.57B
$232K ﹤0.01%
2,331
-309
KLAC icon
206
KLA
KLAC
$164B
$230K ﹤0.01%
257
-659
DRUP icon
207
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$57.2M
$226K ﹤0.01%
3,635
-300
IWM icon
208
iShares Russell 2000 ETF
IWM
$73.2B
$221K ﹤0.01%
1,023
-1,065
URTH icon
209
iShares MSCI World ETF
URTH
$6.56B
$220K ﹤0.01%
1,300
EWY icon
210
iShares MSCI South Korea ETF
EWY
$7.35B
$211K ﹤0.01%
2,980
-700
PDD icon
211
Pinduoduo
PDD
$155B
$195K ﹤0.01%
1,850
NVO icon
212
Novo Nordisk
NVO
$214B
$192K ﹤0.01%
2,780
-340,609
COST icon
213
Costco
COST
$380B
$191K ﹤0.01%
193
+40
FXI icon
214
iShares China Large-Cap ETF
FXI
$6.44B
$186K ﹤0.01%
5,000
XOM icon
215
Exxon Mobil
XOM
$492B
$164K ﹤0.01%
1,520
+43
CVX icon
216
Chevron
CVX
$295B
$159K ﹤0.01%
1,109
BKNG icon
217
Booking.com
BKNG
$174B
$145K ﹤0.01%
25
XLP icon
218
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
$140K ﹤0.01%
1,723
-1,446,925
EWU icon
219
iShares MSCI United Kingdom ETF
EWU
$2.77B
$137K ﹤0.01%
+3,450
EZU icon
220
iShare MSCI Eurozone ETF
EZU
$8.64B
$137K ﹤0.01%
2,308
LVHD icon
221
Franklin US Low Volatility High Dividend Index ETF
LVHD
$575M
$134K ﹤0.01%
3,359
STIP icon
222
iShares 0-5 Year TIPS Bond ETF
STIP
$12.7B
$128K ﹤0.01%
1,240
+600
NTCT icon
223
NETSCOUT
NTCT
$2.03B
$124K ﹤0.01%
5,000
-3,126
NFTY icon
224
First Trust India Nifty 50 Equal Weight ETF
NFTY
$181M
$120K ﹤0.01%
2,000
PG icon
225
Procter & Gamble
PG
$338B
$115K ﹤0.01%
721
-616
7 8
9
10 11