MIH
Meitav Investment House Portfolio holdings
AUM
$7.42B
This Quarter Return
+17.52%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$7.42B
AUM Growth
+$7.42B
(+37%)
Cap. Flow
+$590M
Cap. Flow
% of AUM
7.95%
Top 10 Holdings %
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
94
Reduced
57
Closed
12
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$441M |
| 2 |
Advanced Micro Devices
AMD
|
$175M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$52.9M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$45.8M |
| 5 |
Elbit Systems
ESLT
|
$36.6M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$123M |
| 2 |
Broadcom
AVGO
|
$79.5M |
| 3 |
Janus Henderson AAA CLO ETF
JAAA
|
$40M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
$34.9M |
| 5 |
Uber
UBER
|
$30.7M |
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Consumer Discretionary | 7.84% |
| 3 | Industrials | 5.79% |
| 4 | Financials | 4.6% |
| 5 | Communication Services | 3.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Payoneer
PAYO
$2.5B
| – | – | -22,739 | Closed | -$166K |
|
227
Palantir
PLTR
$372B
| – | – | -7,222 | Closed | -$614K |
|
228
Sanofi
SNY
$121B
| – | – | -59,371 | Closed | -$3.29M |
|
229
Invesco Solar ETF
TAN
$722M
| – | – | -246,098 | Closed | -$7.5M |
|