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
$5.1B
AUM Growth
-$1.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
358
New
Increased
Reduced
Closed

Top Buys

1
+$59.5M
2
+$51.7M
3
+$51.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.1M
5
NEE icon
NextEra Energy
NEE
+$43.4M

Top Sells

1
+$409M
2
+$208M
3
+$166M
4
MSFT icon
Microsoft
MSFT
+$141M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$100M

Sector Composition

1 Technology 13.49%
2 Financials 7.86%
3 Consumer Discretionary 4.84%
4 Communication Services 4.58%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-2,650
277
– –
-21,506
278
– –
-10,456
279
– –
-3,250
280
– –
-6,105
281
– –
-2,726
282
– –
-62,923
283
– –
-87,589
284
– –
-750
285
– –
-5,074
286
– –
-27,922
287
– –
-24,992
288
– –
-5,900
289
– –
-2,540
290
– –
-12,970
291
– –
-106,635
292
– –
-12,717
293
– –
-14,732
294
– –
-54,720
295
– –
-586,304
296
– –
-4,305,674
297
– –
-451
298
– –
-3,391
299
– –
-13,506
300
– –
-936,409
10 11
12
13 14