MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+6.73%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$3.57M
AUM Growth
-$2.55B
Cap. Flow
-$184M
Cap. Flow %
-5,150.78%
Top 10 Hldgs %
31.09%
Holding
516
New
104
Increased
140
Reduced
103
Closed
137

Sector Composition

1 Technology 16.68%
2 Financials 7.62%
3 Consumer Discretionary 6.64%
4 Industrials 6.21%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VHT icon
226
Vanguard Health Care ETF
VHT
$15.8B
$816 0.02%
+3,567
New +$816
PTNR
227
DELISTED
Partner Communications
PTNR
$801 0.02%
167,896
PLUR icon
228
Pluri
PLUR
$37.2M
$799 0.02%
+20,949
New +$799
LEN icon
229
Lennar Class A
LEN
$35.6B
$783 0.02%
+7,970
New +$783
BRK.A icon
230
Berkshire Hathaway Class A
BRK.A
$1.06T
$771 0.02%
2
SPGI icon
231
S&P Global
SPGI
$167B
$757 0.02%
2,145
+583
+37% +$206
ANET icon
232
Arista Networks
ANET
$178B
$755 0.02%
40,000
-58,320
-59% -$1.1K
BIL icon
233
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
$754 0.02%
+8,243
New +$754
DAL icon
234
Delta Air Lines
DAL
$39.6B
$754 0.02%
15,425
+8,461
+121% +$414
CHL
235
DELISTED
China Mobile Limited
CHL
$730 0.02%
24,810
-1,500
-6% -$44
IGIB icon
236
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
$724 0.02%
12,239
-1,010
-8% -$60
WELL icon
237
Welltower
WELL
$113B
$724 0.02%
10,104
+55
+0.5% +$4
KIE icon
238
SPDR S&P Insurance ETF
KIE
$822M
$723 0.02%
+19,725
New +$723
NHI icon
239
National Health Investors
NHI
$3.73B
$718 0.02%
9,927
+54
+0.5% +$4
MCO icon
240
Moody's
MCO
$91B
$709 0.02%
2,380
+275
+13% +$82
PBW icon
241
Invesco WilderHill Clean Energy ETF
PBW
$357M
$693 0.02%
+7,040
New +$693
KMDA icon
242
Kamada
KMDA
$415M
$670 0.02%
109,544
-8,792
-7% -$54
IEI icon
243
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
$665 0.02%
5,128
+393
+8% +$51
IBM icon
244
IBM
IBM
$241B
$641 0.02%
4,997
-6,260
-56% -$803
BP icon
245
BP
BP
$87.8B
$640 0.02%
25,765
-4,835
-16% -$120
NET icon
246
Cloudflare
NET
$76.2B
$632 0.02%
9,000
-2,628
-23% -$185
SLQD icon
247
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$623 0.02%
12,060
+716
+6% +$37
IBDO
248
DELISTED
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
$619 0.02%
23,736
+6,873
+41% +$179
GDX icon
249
VanEck Gold Miners ETF
GDX
$20.1B
$605 0.02%
18,600
-4,800
-21% -$156
LPSN icon
250
LivePerson
LPSN
$95.7M
$593 0.02%
11,259
-469
-4% -$25