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

Top Buys

1 +$59M
2 +$52.1M
3 +$43.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37M
5
COST icon
Costco
COST
+$32.1M

Top Sells

1 +$35.8M
2 +$35.5M
3 +$31.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$29.7M
5
NTR icon
Nutrien
NTR
+$26.1M

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
276
$619K 0.01%
13,100
277
$616K 0.01%
43,451
278
$607K 0.01%
18,054
-400
279
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19,120
280
$588K 0.01%
+23,544
281
$583K 0.01%
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282
$546K 0.01%
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-271
283
$523K 0.01%
12,902
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284
$519K 0.01%
15,159
285
$518K 0.01%
2,215
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286
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287
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288
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289
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290
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291
$510K 0.01%
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292
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293
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294
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296
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297
$437K 0.01%
7,248
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298
$435K 0.01%
3,000
299
$430K 0.01%
+21,632
300
$424K 0.01%
10,042