MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+9.28%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.79B
AUM Growth
-$32.2M
Cap. Flow
-$371M
Cap. Flow %
-6.41%
Top 10 Hldgs %
29.92%
Holding
381
New
26
Increased
103
Reduced
162
Closed
26

Sector Composition

1 Technology 15.32%
2 Financials 7.6%
3 Consumer Discretionary 4.17%
4 Industrials 4.13%
5 Communication Services 4.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GM icon
301
General Motors
GM
$55.4B
$390K 0.01%
11,736
-13,597
-54% -$452K
BSV icon
302
Vanguard Short-Term Bond ETF
BSV
$38.5B
$390K 0.01%
5,065
+167
+3% +$12.8K
AGG icon
303
iShares Core US Aggregate Bond ETF
AGG
$132B
$386K 0.01%
3,845
-441
-10% -$44.3K
F icon
304
Ford
F
$46.5B
$379K 0.01%
31,253
-101,847
-77% -$1.23M
INTU icon
305
Intuit
INTU
$187B
$375K 0.01%
+838
New +$375K
SHYG icon
306
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$353K 0.01%
8,452
-455
-5% -$19K
IWP icon
307
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$349K 0.01%
3,869
+79
+2% +$7.13K
CSTE icon
308
Caesarstone
CSTE
$48.7M
$344K 0.01%
85,838
FINX icon
309
Global X FinTech ETF
FINX
$300M
$336K 0.01%
15,978
URTH icon
310
iShares MSCI World ETF
URTH
$5.65B
$335K 0.01%
+2,880
New +$335K
BKLN icon
311
Invesco Senior Loan ETF
BKLN
$6.87B
$332K 0.01%
15,811
-63,561
-80% -$1.34M
IYT icon
312
iShares US Transportation ETF
IYT
$609M
$332K 0.01%
5,940
+536
+10% +$30K
BMY icon
313
Bristol-Myers Squibb
BMY
$95.1B
$322K 0.01%
4,776
CMCSA icon
314
Comcast
CMCSA
$126B
$319K 0.01%
7,650
ROBO icon
315
ROBO Global Robotics & Automation Index ETF
ROBO
$1.13B
$317K 0.01%
5,900
-28,365
-83% -$1.53M
FIW icon
316
First Trust Water ETF
FIW
$1.96B
$314K 0.01%
3,800
NEAR icon
317
iShares Short Maturity Bond ETF
NEAR
$3.52B
$314K 0.01%
6,296
-160
-2% -$7.97K
VTIP icon
318
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
$311K 0.01%
6,452
-2,718
-30% -$131K
KMDA icon
319
Kamada
KMDA
$415M
$303K 0.01%
65,551
-18,306
-22% -$84.6K
DOW icon
320
Dow Inc
DOW
$17B
$302K 0.01%
5,600
-12,340
-69% -$666K
EFG icon
321
iShares MSCI EAFE Growth ETF
EFG
$13.4B
$301K 0.01%
3,115
BSJQ icon
322
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.14B
$300K 0.01%
13,036
BSCO
323
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$298K 0.01%
14,326
+750
+6% +$15.6K
CROX icon
324
Crocs
CROX
$4.76B
$297K 0.01%
+2,373
New +$297K
CVX icon
325
Chevron
CVX
$310B
$295K 0.01%
1,809
-3,563
-66% -$582K