MIFH

Migdal Insurance & Financial Holdings Portfolio holdings

AUM $8.42B
1-Year Est. Return 18.65%
This Quarter Est. Return
1 Year Est. Return
+18.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.12B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$131M
3
+$126M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$118M
5
AAPL icon
Apple
AAPL
+$85.3M

Top Sells

1
+$103M
2
+$97.4M
3
+$86.9M
4
V icon
Visa
V
+$52.4M
5
MA icon
Mastercard
MA
+$49.6M

Sector Composition

1 Technology 26.79%
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
TEVA icon
1
Teva Pharmaceuticals
TEVA
$22.5B
$405M 5.68%
26,335,422
+300,000
XLI icon
2
Industrial Select Sector SPDR Fund
XLI
$23.4B
$400M 5.61%
3,048,766
-196,364
XLF icon
3
Financial Select Sector SPDR Fund
XLF
$53.2B
$359M 5.04%
7,202,847
+910,814
XLK icon
4
Technology Select Sector SPDR Fund
XLK
$93.5B
$332M 4.66%
1,607,952
+634,858
NICE icon
5
Nice
NICE
$7.92B
$272M 3.82%
1,766,270
+193,000
AMZN icon
6
Amazon
AMZN
$2.29T
$248M 3.48%
1,300,900
+221,000
NVMI icon
7
Nova
NVMI
$9.82B
$234M 3.29%
1,270,985
-100,000
XLC icon
8
The Communication Services Select Sector SPDR Fund
XLC
$27.3B
$234M 3.28%
2,423,061
+111,071
TSM icon
9
TSMC
TSM
$1.56T
$226M 3.18%
1,358,317
+482,561
IGV icon
10
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
$220M 3.09%
2,474,572
-340,000
AAPL icon
11
Apple
AAPL
$3.67T
$216M 3.04%
973,700
+384,000
LQD icon
12
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$214M 3%
1,965,000
KBWB icon
13
Invesco KBW Bank ETF
KBWB
$4.92B
$213M 2.99%
3,395,000
+724,850
GOOG icon
14
Alphabet (Google) Class C
GOOG
$3.05T
$195M 2.74%
1,247,125
-4,486
XLU icon
15
Utilities Select Sector SPDR Fund
XLU
$22.5B
$192M 2.69%
2,432,256
+747,995
XLY icon
16
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.8B
$180M 2.53%
913,237
+214,780
XLE icon
17
Energy Select Sector SPDR Fund
XLE
$25.6B
$146M 2.05%
1,558,341
+1,549,809
KWEB icon
18
KraneShares CSI China Internet ETF
KWEB
$9.08B
$126M 1.77%
+3,611,134
XLP icon
19
Consumers Staples Select Sector SPDR Fund
XLP
$15.4B
$118M 1.66%
1,448,648
+1,441,524
MSFT icon
20
Microsoft
MSFT
$3.8T
$116M 1.63%
308,479
+120,244
EPI icon
21
WisdomTree India Earnings Fund ETF
EPI
$2.91B
$112M 1.57%
2,561,219
-6,430
TSEM icon
22
Tower Semiconductor
TSEM
$8.39B
$99.1M 1.39%
2,777,806
-20,000
ORCL icon
23
Oracle
ORCL
$892B
$96M 1.35%
687,000
+286,987
XBI icon
24
SPDR S&P Biotech ETF
XBI
$6.25B
$85.2M 1.2%
+1,050,000
CAMT icon
25
Camtek
CAMT
$5.59B
$84.9M 1.19%
1,448,441
+312,988
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