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Migdal Insurance & Financial Holdings Ltd. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Migdal Insurance & Financial Holdings Ltd. with $7.9B in long positions as of Q3 2025, 49% allocated to ETF, and 47% concentrated in top 10 positions.

Portfolio Value
$7.9B
Top 10 Concentration
47%
Top Sector
ETF (49%)
US Exposure
85%
Market Cap Focus
N/A
Countries
4

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 49.10%ETFTechnology: 26.00%TechnologyCommunication Services: 8.30%Consumer Cyclical: 6.40%Healthcare: 3.50%Financial Services: 3.40%Utilities: 2.10%Real Estate: 0.40%Energy: 0.40%Industrials: 0.40%
ETF
49.10%
Technology
26.00%
Communication Services
8.30%
Consumer Cyclical
6.40%
Healthcare
3.50%
Financial Services
3.40%
Utilities
2.10%
Real Estate
0.40%
Energy
0.40%
Industrials
0.40%

Industry Breakdown

53 industries across all sectors

ETF: 49.08%ETFSemiconductors: 16.66%SemiconductorsInternet Content & Information: 8.34%Internet Content & InformationSoftware - Infrastructure: 5.17%Specialty Retail: 4.30%Consumer Electronics: 2.96%47 more: 13.49%47 more
ETF
ETF
49.08%
Semiconductors
Technology
16.66%
Internet Content & Information
Communication Services
8.34%
Software - Infrastructure
Technology
5.17%
Specialty Retail
Consumer Cyclical
4.30%
Consumer Electronics
Technology
2.96%
Drug Manufacturers - General
Healthcare
2.87%
Renewable Utilities
Utilities
2.07%
Banks - Diversified
Financial Services
1.51%
Financial - Capital Markets
Financial Services
1.03%
Auto - Manufacturers
Consumer Cyclical
0.95%
Financial - Credit Services
Financial Services
0.83%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 29.64%Mega Cap (> $200B)Large Cap ($10B - $200B): 6.01%Mid Cap ($2B - $10B): 12.99%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 2.00%Micro Cap ($50M - $300M): 0.09%Nano Cap (< $50M): 0.19%N/A (ETF or Unknown): 49.08%N/A (ETF or Unknown)
Mega Cap (> $200B)
29.64%
Large Cap ($10B - $200B)
6.01%
Mid Cap ($2B - $10B)
12.99%
Small Cap ($300M - $2B)
2.00%
Micro Cap ($50M - $300M)
0.09%
Nano Cap (< $50M)
0.19%
N/A (ETF or Unknown)
49.08%

Portfolio Concentration

Top 10 Holdings %
47.46%
Top 20 Holdings %
70.57%
Top 50 Holdings %
91.49%
Top 100 Holdings %
98.85%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
85.46%
International
14.54%
Countries
4
Largest Int'l Market
Israel - 13.78%
United States of America
85.46% ($6.7B)
266 holdings
Israel
13.78% ($1.1B)
22 holdings
Canada
0.39% ($31.0M)
2 holdings
Switzerland
0.37% ($28.8M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
31.7 quarters
Avg. Top 20
33 quarters
Avg. All Positions
17.9 quarters
Median Holding Period
15 quarters
Persistence Rate
76.98%
Persistent Holdings Weight
96.25%
Persistent Positions
224
Longest Held
SPDR S&P 500 ETF Trust logo
SPDR S&P 500 ETF TrustSPY - 39 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.02%
Avg. Position Weight
0.34%
Largest Position
Industrial Select Sector SPDR Fund logo
Industrial Select Sector SPDR FundXLI - 7.06%
Largest Ownership Stake
Nova Ltd. Ordinary Shares logo
Nova Ltd. Ordinary SharesNVMI - 4.71%
Avg. Ownership Stake
0.90%
Ownership Stake >5%
0
Ownership Stake >1%
15

Historical (Since Q4 2015)

Avg. New Position
0.16%
Avg. Ownership Stake
0.63%
Largest Position
CNS Pharmaceuticals, Inc. Common Stock logo
CNS Pharmaceuticals, Inc. Common StockCNSP - 25.03% (Q3 2021)
Largest Ownership Stake
MediWound Ltd. logo
MediWound Ltd.MDWD - 8.15% (Q3 2017)

Portfolio Turnover

Current Quarter

Turnover Ratio
12.3%
Value Traded
$972.62M
Positions Added
11
Positions Exited
77

Historical (Since Q4 2015)

Avg. Turnover Ratio
21.2%
Avg. Positions Added
48
Avg. Positions Exited
69
Highest Turnover
50.0%
Q4 2015
Lowest Turnover
10.3%
Q2 2017

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