Migdal Insurance & Financial Holdings Ltd. Diversified Active

CIK: 0001415912 · Show all filings

Period: Q4 2015 (Next →)

Filing Date: Feb 18, 2016

Total Value ($000): $3,508,471 (99.0% shares, 1.0% debt)

Holdings (115)

VOO Vanguard S&P 500 ETF 20.8%
Value ($000) $728,914 Shares 3,899,394 Est. Cost $186.93 Unrealized
TEVA Teva Pharmaceutical Industries Ltd 7.6%
Value ($000) $267,988 Shares 4,082,699 Est. Cost $65.64 Unrealized
XHB SPDR S&P Homebuilders ETF 5.1%
Value ($000) $177,214 Shares 5,184,715 Est. Cost $34.18 Unrealized
First Trust Dow Jones Internet Index Fund 4.0%
Value ($000) $139,177 Shares 1,865,400 Est. Cost $74.61 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 3.5%
Value ($000) $123,558 Shares 1,083,751 Est. Cost $114.01 Unrealized
FXI iShares China Large-Cap ETF 3.5%
Value ($000) $121,566 Shares 3,444,759 Est. Cost $35.29 Unrealized
KBE SPDR S&P Bank ETF 3.2%
Value ($000) $110,956 Shares 3,280,795 Est. Cost $33.82 Unrealized
NICE NICE-Systems Ltd 2.5%
Value ($000) $88,841 Shares 1,549,913 Est. Cost $57.32 Unrealized
KIE SPDR S&P Insurance ETF 2.2%
Value ($000) $78,100 Shares 1,123,735 Est. Cost $69.50 Unrealized
META Facebook Inc 1.9%
Value ($000) $66,857 Shares 638,800 Est. Cost $102.01 Unrealized 0.0%
GOOG Alphabet Inc 1.8%
Value ($000) $64,080 Shares 84,440 Est. Cost $35.61 Unrealized 0.0%
ORA Ormat Technologies Inc 1.7%
Value ($000) $59,703 Shares 1,637,052 Est. Cost $33.83 Unrealized 0.0%
Market Vectors Pharmaceutical ETF 1.7%
Value ($000) $59,119 Shares 905,200 Est. Cost $65.31 Unrealized
OPK OPKO Health Inc 1.6%
Value ($000) $57,566 Shares 5,728,000 Est. Cost $10.02 Unrealized 0.0%
Apple Inc 1.6%
Value ($000) $56,888 Shares 540,449 Est. Cost $105.26 Unrealized
V Visa Inc 1.4%
Value ($000) $48,518 Shares 625,635 Est. Cost $72.17 Unrealized 0.0%
SPY SPDR S&P500 ETF Trust 1.4%
Value ($000) $48,380 Shares 235,904 Est. Cost $205.08 Unrealized
iShares MSCI Japan ETF 1.3%
Value ($000) $46,106 Shares 3,804,148 Est. Cost $12.12 Unrealized
WFC Wells Fargo & Co 1.3%
Value ($000) $44,991 Shares 827,655 Est. Cost $40.84 Unrealized 0.0%
Verint Systems Inc 1.3%
Value ($000) $44,616 Shares 1,100,000 Est. Cost $40.56 Unrealized
USB US Bancorp 1.3%
Value ($000) $44,355 Shares 1,033,325 Est. Cost $29.59 Unrealized 0.0%
DIS Walt Disney Co/The 1.3%
Value ($000) $44,225 Shares 418,045 Est. Cost $102.22 Unrealized 0.0%
MA MasterCard Inc 1.3%
Value ($000) $44,081 Shares 452,760 Est. Cost $92.19 Unrealized 0.0%
TJX TJX Cos Inc/The 1.2%
Value ($000) $42,432 Shares 598,390 Est. Cost $30.90 Unrealized 0.0%
CVS CVS Health Corp 1.2%
Value ($000) $41,588 Shares 425,364 Est. Cost $72.61 Unrealized 0.0%
KR Kroger Co/The 1.2%
Value ($000) $41,470 Shares 991,390 Est. Cost $31.65 Unrealized 0.0%
IXC iShares Global Energy ETF 1.1%
Value ($000) $39,524 Shares 1,410,050 Est. Cost $28.03 Unrealized
C Citigroup Inc 1.1%
Value ($000) $39,282 Shares 759,031 Est. Cost $39.62 Unrealized 0.0%
IVV iShares Core S&P 500 ETF 1.1%
Value ($000) $37,966 Shares 185,146 Est. Cost $205.06 Unrealized
SBUX Starbucks Corp 0.8%
Value ($000) $29,666 Shares 494,190 Est. Cost $49.41 Unrealized 0.0%
XLF Financial Select Sector SPDR Fund 0.8%
Value ($000) $29,267 Shares 1,228,169 Est. Cost $23.83 Unrealized
XLV Health Care Select Sector SPDR Fund 0.7%
Value ($000) $25,250 Shares 350,549 Est. Cost $72.03 Unrealized
XLI Industrial Select Sector SPDR Fund 0.7%
Value ($000) $24,740 Shares 466,708 Est. Cost $53.01 Unrealized
KWEB KraneShares CSI China Internet ETF 0.7%
Value ($000) $23,902 Shares 622,020 Est. Cost $38.43 Unrealized
XLP Consumer Staples Select Sector SPDR Fund 0.7%
Value ($000) $23,447 Shares 464,380 Est. Cost $50.49 Unrealized
PFE Pfizer Inc 0.7%
Value ($000) $23,015 Shares 712,988 Est. Cost $20.38 Unrealized 0.0%
BMY Bristol-Myers Squibb Co 0.7%
Value ($000) $22,975 Shares 332,155 Est. Cost $46.69 Unrealized 0.0%
PYPL PayPal Holdings Inc 0.6%
Value ($000) $21,822 Shares 602,810 Est. Cost $35.20 Unrealized 0.0%
BlackRock Inc 0.6%
Value ($000) $20,799 Shares 61,080 Est. Cost $340.52 Unrealized
VGT Vanguard Information Technology ETF 0.6%
Value ($000) $20,036 Shares 185,020 Est. Cost $108.29 Unrealized
BABA Alibaba Group Holding Ltd 0.6%
Value ($000) $19,951 Shares 245,495 Est. Cost $81.27 Unrealized
MRK Merck & Co Inc 0.6%
Value ($000) $19,557 Shares 367,070 Est. Cost $36.77 Unrealized 0.0%
GILD Gilead Sciences Inc 0.6%
Value ($000) $19,515 Shares 192,851 Est. Cost $72.90 Unrealized 0.0%
GS Goldman Sachs Group Inc/The 0.6%
Value ($000) $19,449 Shares 107,910 Est. Cost $151.14 Unrealized 0.0%
ING GROEP NV 0.5%
Value ($000) $19,036 Shares 18,828,000 Est. Cost $1.01 Unrealized
Hilton Worldwide Holdings Inc 0.5%
Value ($000) $17,672 Shares 825,815 Est. Cost $21.40 Unrealized
XLY Consumer Discretionary Select Sector SPDR Fund 0.5%
Value ($000) $17,473 Shares 223,553 Est. Cost $78.16 Unrealized
XLK Technology Select Sector SPDR Fund 0.5%
Value ($000) $17,436 Shares 407,105 Est. Cost $42.83 Unrealized
ING GROEP NV 0.4%
Value ($000) $14,877 Shares 15,000,000 Est. Cost $0.99 Unrealized
Chicago Bridge & Iron Co NV 0.3%
Value ($000) $11,829 Shares 303,385 Est. Cost $38.99 Unrealized
Powershares QQQ Trust Series 1 0.3%
Value ($000) $11,253 Shares 100,600 Est. Cost $111.86 Unrealized
LivePerson Inc 0.3%
Value ($000) $11,186 Shares 1,657,246 Est. Cost $6.75 Unrealized
EXPE Expedia Inc 0.3%
Value ($000) $10,220 Shares 82,220 Est. Cost $120.15 Unrealized 0.0%
AAXJ iShares MSCI All Country Asia ex Japan ETF 0.3%
Value ($000) $10,083 Shares 188,786 Est. Cost $53.41 Unrealized
SPDR Barclays High Yield Bond ETF 0.3%
Value ($000) $9,811 Shares 287,726 Est. Cost $34.10 Unrealized
EWL iShares MSCI Switzerland Capped ETF 0.3%
Value ($000) $9,754 Shares 314,236 Est. Cost $31.04 Unrealized
VMware Inc 0.2%
Value ($000) $8,181 Shares 144,610 Est. Cost $56.57 Unrealized
IGV iShares North American Tech-Software ETF 0.2%
Value ($000) $8,066 Shares 77,700 Est. Cost $103.81 Unrealized
iShares MSCI United Kingdom ETF 0.2%
Value ($000) $8,030 Shares 497,492 Est. Cost $16.14 Unrealized
XLE Energy Select Sector SPDR Fund 0.2%
Value ($000) $7,969 Shares 132,116 Est. Cost $60.32 Unrealized
National Oilwell Varco Inc 0.2%
Value ($000) $7,916 Shares 236,370 Est. Cost $33.49 Unrealized
PowerShares KBW Bank Portfolio 0.2%
Value ($000) $7,270 Shares 193,400 Est. Cost $37.59 Unrealized
PowerShares Dynamic Large Cap Growth Portfolio 0.2%
Value ($000) $7,072 Shares 226,000 Est. Cost $31.29 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $6,785 Shares 85,895 Est. Cost $78.99 Unrealized
GLW Corning Inc 0.2%
Value ($000) $6,581 Shares 360,010 Est. Cost $13.86 Unrealized 0.0%
Encana Corp 0.2%
Value ($000) $6,215 Shares 1,221,054 Est. Cost $5.09 Unrealized
Kite Pharma Inc 0.2%
Value ($000) $6,162 Shares 100,000 Est. Cost $61.62 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $5,977 Shares 163,613 Est. Cost $32.82 Unrealized 0.0%
Guggenheim S&P 500 Equal Weight Consumer Staples ETF 0.2%
Value ($000) $5,801 Shares 50,000 Est. Cost $116.02 Unrealized
DBEU Deutsche X-trackers MSCI Europe Hedged Equity ETF 0.2%
Value ($000) $5,597 Shares 216,507 Est. Cost $25.85 Unrealized
HEWJ iShares Currency Hedged MSCI Japan ETF 0.2%
Value ($000) $5,578 Shares 193,342 Est. Cost $28.85 Unrealized
JPM JPMorgan Chase & Co 0.2%
Value ($000) $5,287 Shares 80,067 Est. Cost $49.68 Unrealized 0.0%
VYX NCR Corp 0.1%
Value ($000) $5,151 Shares 210,600 Est. Cost $15.93 Unrealized 0.0%
EWP iShares MSCI Spain Capped ETF 0.1%
Value ($000) $4,876 Shares 172,465 Est. Cost $28.27 Unrealized
GOOGL Alphabet Inc 0.1%
Value ($000) $4,588 Shares 6,101 Est. Cost $36.73 Unrealized 0.0%
Market Vectors Retail ETF 0.1%
Value ($000) $4,275 Shares 55,000 Est. Cost $77.73 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $4,133 Shares 98,600 Est. Cost $41.92 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $4,090 Shares 12,090 Est. Cost $338.30 Unrealized
XLB Materials Select Sector SPDR Fund 0.1%
Value ($000) $4,065 Shares 93,618 Est. Cost $43.42 Unrealized
HPE Hewlett Packard Enterprise Co 0.1%
Value ($000) $3,856 Shares 252,780 Est. Cost $6.50 Unrealized 0.0%
IHF iShares U.S. Healthcare Providers ETF 0.1%
Value ($000) $3,556 Shares 28,600 Est. Cost $124.34 Unrealized
CHIQ Global X China Consumer ETF 0.1%
Value ($000) $3,507 Shares 275,000 Est. Cost $12.75 Unrealized
Market Vectors Semiconductor ETF 0.1%
Value ($000) $3,197 Shares 60,000 Est. Cost $53.28 Unrealized
EWW iShares MSCI Mexico Capped ETF 0.1%
Value ($000) $3,133 Shares 62,460 Est. Cost $50.16 Unrealized
HPQ HP Inc 0.1%
Value ($000) $3,024 Shares 252,780 Est. Cost $9.12 Unrealized 0.0%
IHI iShares U.S. Medical Devices ETF 0.1%
Value ($000) $2,940 Shares 24,000 Est. Cost $122.50 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.1%
Value ($000) $2,852 Shares 35,398 Est. Cost $80.57 Unrealized
ITB iShares U.S. Home Construction ETF 0.1%
Value ($000) $2,737 Shares 101,000 Est. Cost $27.10 Unrealized
UAL United Continental Holdings Inc 0.1%
Value ($000) $2,722 Shares 47,500 Est. Cost $57.74 Unrealized 0.0%
MCK McKesson Corp 0.1%
Value ($000) $2,564 Shares 13,000 Est. Cost $174.49 Unrealized 0.0%
VWO Vanguard FTSE Emerging Markets ETF 0.1%
Value ($000) $2,508 Shares 76,679 Est. Cost $32.71 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $2,431 Shares 13,800 Est. Cost $28.85 Unrealized 0.0%
Guggenheim S&P 500 Top 50 ETF 0.1%
Value ($000) $2,326 Shares 16,090 Est. Cost $144.56 Unrealized
VLO Valero Energy Corp 0.1%
Value ($000) $2,192 Shares 31,000 Est. Cost $45.50 Unrealized 0.0%
Yahoo! Inc 0.1%
Value ($000) $1,896 Shares 57,000 Est. Cost $33.26 Unrealized
ILF iShares Latin America 40 ETF 0.1%
Value ($000) $1,870 Shares 87,640 Est. Cost $21.34 Unrealized
SPIB SPDR Barclays Intermediate Term Corporate Bond ETF 0.1%
Value ($000) $1,792 Shares 53,471 Est. Cost $33.51 Unrealized
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 0.0%
Value ($000) $1,309 Shares 13,192 Est. Cost $99.23 Unrealized
PowerShares Senior Loan Portfolio 0.0%
Value ($000) $1,305 Shares 58,272 Est. Cost $22.39 Unrealized
Blackstone / GSO Strategic Credit Fund 0.0%
Value ($000) $1,256 Shares 93,185 Est. Cost $13.48 Unrealized
Partner Communications Co Ltd 0.0%
Value ($000) $820 Shares 187,701 Est. Cost $4.37 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $683 Shares 13,700 Est. Cost $49.85 Unrealized
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0%
Value ($000) $595 Shares 29,325 Est. Cost $20.29 Unrealized
HEDJ WisdomTree Europe Hedged Equity Fund 0.0%
Value ($000) $364 Shares 6,765 Est. Cost $53.81 Unrealized
VGSH Vanguard Short-Term Government Bond ETF 0.0%
Value ($000) $253 Shares 4,159 Est. Cost $60.83 Unrealized
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund 0.0%
Value ($000) $228 Shares 4,504 Est. Cost $50.62 Unrealized
INDA iShares MSCI India ETF 0.0%
Value ($000) $225 Shares 8,180 Est. Cost $27.51 Unrealized
SPTI SPDR Barclays Intermediate Term Treasury ETF 0.0%
Value ($000) $162 Shares 2,685 Est. Cost $60.34 Unrealized
PowerShares Fundamental High Yield Corporate Bond Portfolio 0.0%
Value ($000) $96 Shares 5,505 Est. Cost $17.44 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $89 Shares 2,769 Est. Cost $32.14 Unrealized
EWZ iShares MSCI Brazil Capped ETF 0.0%
Value ($000) $63 Shares 3,050 Est. Cost $20.66 Unrealized
Western Asset Premier Bond Fund 0.0%
Value ($000) $62 Shares 5,066 Est. Cost $12.24 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $55 Shares 750 Est. Cost $73.33 Unrealized
PJT PJT Partners Inc 0.0%
Value ($000) $39 Shares 1,374 Est. Cost $20.55 Unrealized 0.0%
EWC iShares MSCI Canada ETF 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.25 Unrealized