MIH

Meitav Investment House Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.22%
This Quarter Est. Return
1 Year Est. Return
+32.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$52.1M
3
+$43.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37M
5
COST icon
Costco
COST
+$32.1M

Top Sells

1
+$35.8M
2
+$35.5M
3
+$31.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$29.7M
5
NTR icon
Nutrien
NTR
+$26.1M

Sector Composition

1 Technology 16.69%
2 Financials 7.02%
3 Industrials 3.98%
4 Communication Services 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.15M 0.02%
130,338
227
$1.13M 0.02%
136,835
228
$1.09M 0.02%
9,900
229
$1.07M 0.02%
11,688
230
$1.06M 0.02%
36,300
231
$1.04M 0.02%
13,050
-1,500
232
$1.04M 0.02%
33,326
+5,202
233
$1.04M 0.02%
44,218
234
$969K 0.02%
+10,574
235
$956K 0.02%
11,333
-412
236
$948K 0.02%
+36,099
237
$939K 0.02%
138,849
238
$931K 0.02%
+40,272
239
$926K 0.02%
22,149
240
$914K 0.02%
7,899
-1,015
241
$910K 0.02%
9,326
+943
242
$910K 0.02%
10,583
-304,000
243
$907K 0.02%
+25,219
244
$864K 0.02%
3,860
245
$860K 0.02%
32,843
-310
246
$853K 0.02%
6,125
+24
247
$848K 0.01%
15,750
248
$832K 0.01%
+17,531
249
$824K 0.01%
19,335
250
$820K 0.01%
6,709
+53
8 9
10
11 12