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
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$54.9M
3
+$45.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$40.4M
5
COST icon
Costco
COST
+$34.9M

Top Sells

1
+$41.2M
2
+$38.4M
3
+$34.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$31.2M
5
NTR icon
Nutrien
NTR
+$26.2M

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
251
$819K 0.01%
16,617
-13,523
252
$815K 0.01%
2
253
$809K 0.01%
3,567
254
$790K 0.01%
4,750
255
$784K 0.01%
7,376
256
$769K 0.01%
3,250
257
$765K 0.01%
13,200
258
$763K 0.01%
30,747
+20,498
259
$746K 0.01%
+7,003
260
$746K 0.01%
20,733
261
$742K 0.01%
2,370
262
$727K 0.01%
19,955
-553,700
263
$715K 0.01%
5,200
-200
264
$706K 0.01%
15,860
265
$702K 0.01%
+7,092
266
$674K 0.01%
1,197
267
$674K 0.01%
+13,389
268
$670K 0.01%
10,079
269
$668K 0.01%
20,454
270
$655K 0.01%
14,326
271
$644K 0.01%
16,566
+100
272
$644K 0.01%
17,106
273
$634K 0.01%
17,475
274
$634K 0.01%
7,332
+52
275
$631K 0.01%
5,100
-400
9 10
11
12 13