MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Est. Return 25.94%
This Quarter Est. Return
1 Year Est. Return
+25.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$57.1M
3
+$53.8M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$50.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$50.4M

Top Sells

1
+$176M
2
+$49.3M
3
+$45M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$41.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$39.7M

Sector Composition

1 Technology 17.24%
2 Financials 5.63%
3 Communication Services 5.04%
4 Consumer Discretionary 4.85%
5 Utilities 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-2,810
227
– –
-10,707
228
– –
-2,009
229
– –
-1,450
230
– –
-10,920
231
– –
-3,580
232
– –
-5,750
233
– –
-60,086
234
– –
-271,794
235
– –
-8,675
236
– –
-12,095
237
– –
-5,858
238
– –
-26,172
239
– –
-2,044
240
– –
-3,237,537
6 7 8 9
10