MIH
Meitav Investment House Portfolio holdings
AUM
$7.42B
1-Year Return
25.94%
This Quarter Return
+9.48%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$6.14B
AUM Growth
+$37.8M
(+0.62%)
Cap. Flow
-$419M
Cap. Flow
% of AUM
-6.83%
Top 10 Holdings %
Top 10 Hldgs %
30.08%
Holding
436
New
32
Increased
155
Reduced
119
Closed
53
Top Buys
| 1 |
REE Automotive
REE
|
+$62.7M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$60.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$45.2M |
| 4 |
WIX.com
WIX
|
+$37.8M |
| 5 |
Meta Platforms (Facebook)
META
|
+$31.9M |
Top Sells
| 1 |
Energy Select Sector SPDR Fund
XLE
|
+$102M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
+$86M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$83.8M |
| 4 |
SolarEdge
SEDG
|
+$49.9M |
| 5 |
The Communication Services Select Sector SPDR Fund
XLC
|
+$49.8M |
Sector Composition
| 1 | Technology | 17.57% |
| 2 | Financials | 8.58% |
| 3 | Consumer Discretionary | 6.2% |
| 4 | Communication Services | 5.28% |
| 5 | Industrials | 4.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Cisco
CSCO
$269B
| $1.04M | 0.02% |
16,371
-56
| -0.3% | -$3.56K |
|
252
Blackrock
BLK
$171B
| $1.03M | 0.02% |
+1,098
| New | +$1.03M |
|
253
KLA
KLAC
$123B
| $1.02M | 0.02% |
2,370
| – | – |
|
254
Dollar Tree
DLTR
$20.2B
| $1.01M | 0.02% |
7,200
| – | – |
|
255
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$41.8B
| $1.01M | 0.02% |
11,067
+2,425
| +28% | +$221K |
|
256
iShares US Healthcare Providers ETF
IHF
$811M
| $982K | 0.02% |
16,875
| – | – |
|
257
Vanguard Health Care ETF
VHT
$15.6B
| $958K | 0.02% |
3,597
+30
| +0.8% | +$7.99K |
|
|
258
Energy Select Sector SPDR Fund
XLE
$27.1B
| $953K | 0.02% |
17,198
-1,834,765
| -99% | -$102M |
|
259
Exxon Mobil
XOM
$480B
| $951K | 0.02% |
15,647
+10,500
| +204% | +$638K |
|
260
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
| $944K | 0.02% |
18,540
-380
| -2% | -$19.3K |
|
261
Digital Turbine
APPS
$480M
| $934K | 0.02% |
15,000
+8,000
| +114% | +$498K |
|
262
Masco
MAS
$15.3B
| $934K | 0.02% |
+13,300
| New | +$934K |
|
263
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $919K | 0.02% |
18,155
+2,603
| +17% | +$132K |
|
264
Edison International
EIX
$21.4B
| $910K | 0.01% |
+13,200
| New | +$910K |
|
265
Boston Properties
BXP
$11.7B
| $908K | 0.01% |
7,850
| – | – |
|
266
Berkshire Hathaway Class A
BRK.A
$1.06T
| $901K | 0.01% |
2
| – | – |
|
267
AB InBev
BUD
$115B
| $900K | 0.01% |
14,926
-2,000
| -12% | -$121K |
|
268
IBM
IBM
$239B
| $893K | 0.01% |
6,684
-1,245
| -16% | -$166K |
|
269
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
| $892K | 0.01% |
16,895
+400
| +2% | +$21.1K |
|
270
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
| $884K | 0.01% |
10,932
| – | – |
|
271
McDonald's
MCD
$218B
| $872K | 0.01% |
3,250
+1,050
| +48% | +$282K |
|
272
CVS Health
CVS
$93.8B
| $868K | 0.01% |
8,383
| – | – |
|
273
Invesco S&P 500 High Beta ETF
SPHB
$443M
| $845K | 0.01% |
+10,680
| New | +$845K |
|
274
SPDR S&P Insurance ETF
KIE
$815M
| $844K | 0.01% |
20,931
+1,206
| +6% | +$48.6K |
|
275
Vanguard FTSE Europe ETF
VGK
$26.9B
| $841K | 0.01% |
12,319
-70
| -0.6% | -$4.78K |
|