MIH

Meitav Investment House Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.22%
This Quarter Est. Return
1 Year Est. Return
+32.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$24.8M
3 +$22.5M
4
KKR icon
KKR & Co
KKR
+$20.7M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$18M

Top Sells

1 +$31.5M
2 +$26.4M
3 +$23.9M
4
PYPL icon
PayPal
PYPL
+$23.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M

Sector Composition

1 Technology 29.3%
2 Healthcare 12.72%
3 Materials 5.4%
4 Communication Services 4.51%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$272K 0.02%
6,349
-2,083
277
$269K 0.02%
15,000
-5,000
278
$268K 0.02%
3,000
279
$268K 0.02%
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280
$267K 0.02%
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281
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5,039
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282
$262K 0.02%
19,490
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283
$261K 0.02%
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284
$260K 0.02%
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285
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1,500
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286
$258K 0.02%
15,278
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287
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288
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3,000
-2,717
289
$249K 0.02%
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290
$248K 0.02%
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291
$247K 0.02%
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292
$246K 0.02%
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293
$244K 0.02%
8,750
-2,986
294
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18,013
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295
$236K 0.01%
1,696
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296
$236K 0.01%
+2,000
297
$230K 0.01%
1,980
-2,463
298
$227K 0.01%
2,257
299
$220K 0.01%
3,000
-3,000
300
$218K 0.01%
2,114
-59