MIH

Meitav Investment House Portfolio holdings

AUM $8.66B
1-Year Est. Return 34.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
-$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$51.7M
3
+$51.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.1M
5
NEE icon
NextEra Energy
NEE
+$43.4M

Top Sells

1
+$409M
2
+$208M
3
+$166M
4
MSFT icon
Microsoft
MSFT
+$141M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$100M

Sector Composition

1 Technology 13.49%
2 Financials 7.86%
3 Consumer Discretionary 4.84%
4 Communication Services 4.58%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$136K ﹤0.01%
11,708
-6,000
227
$121K ﹤0.01%
22,293
228
$117K ﹤0.01%
3,237,537
-417,621
229
$91K ﹤0.01%
50,000
-45,000
230
$55.9K ﹤0.01%
8,675
-538
231
– –
-15,422
232
– –
-17,034
233
– –
-383,890
234
– –
-5,288
235
– –
-8,832
236
– –
-59,363
237
– –
-3,613
238
– –
-3,504
239
– –
-4,571
240
– –
-20,450
241
– –
-18,856
242
– –
-127,520
243
– –
-31,066
244
– –
-6,529
245
– –
-54,850
246
– –
-4,400
247
– –
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248
– –
-13,200
249
– –
-69,844
250
– –
-37,792
8 9
10
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