MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+12.33%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$6.81B
AUM Growth
+$632M
Cap. Flow
-$26.6M
Cap. Flow %
-0.39%
Top 10 Hldgs %
34.23%
Holding
359
New
25
Increased
81
Reduced
156
Closed
23

Sector Composition

1 Technology 11.51%
2 Financials 7.07%
3 Communication Services 4.38%
4 Industrials 3.97%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FCNCA icon
301
First Citizens BancShares
FCNCA
$25.2B
$272K ﹤0.01%
+189
New +$272K
VIGI icon
302
Vanguard International Dividend Appreciation ETF
VIGI
$8.49B
$268K ﹤0.01%
+3,391
New +$268K
DGRW icon
303
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$265K ﹤0.01%
3,776
-25
-0.7% -$1.75K
GM icon
304
General Motors
GM
$54.6B
$261K ﹤0.01%
7,280
-584
-7% -$21K
MTUM icon
305
iShares MSCI USA Momentum Factor ETF
MTUM
$18.9B
$259K ﹤0.01%
1,652
SSYS icon
306
Stratasys
SSYS
$834M
$257K ﹤0.01%
17,708
IJK icon
307
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$254K ﹤0.01%
3,200
SHYG icon
308
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$247K ﹤0.01%
5,858
EWA icon
309
iShares MSCI Australia ETF
EWA
$1.54B
$246K ﹤0.01%
10,103
-135
-1% -$3.29K
TBLA icon
310
Taboola.com
TBLA
$1.01B
$242K ﹤0.01%
+56,000
New +$242K
TMO icon
311
Thermo Fisher Scientific
TMO
$180B
$239K ﹤0.01%
451
-71,869
-99% -$38.1M
UNH icon
312
UnitedHealth
UNH
$314B
$238K ﹤0.01%
453
-44,200
-99% -$23.3M
DFJ icon
313
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
$238K ﹤0.01%
3,170
BSJQ icon
314
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$237K ﹤0.01%
10,230
-1,506
-13% -$34.8K
PUI icon
315
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54.7M
$235K ﹤0.01%
7,350
-10,169
-58% -$324K
GE icon
316
GE Aerospace
GE
$301B
$234K ﹤0.01%
+2,288
New +$234K
FPX icon
317
First Trust US Equity Opportunities ETF
FPX
$1.08B
$230K ﹤0.01%
+2,364
New +$230K
INVZ icon
318
Innoviz Technologies
INVZ
$347M
$229K ﹤0.01%
87,831
-619,245
-88% -$1.62M
BHF icon
319
Brighthouse Financial
BHF
$2.79B
$224K ﹤0.01%
4,240
BSCO
320
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$221K ﹤0.01%
10,561
-1,400
-12% -$29.2K
CHIQ icon
321
Global X MSCI China Consumer Discretionary ETF
CHIQ
$244M
$220K ﹤0.01%
12,261
-4,075
-25% -$73.2K
CFG icon
322
Citizens Financial Group
CFG
$22.3B
$219K ﹤0.01%
+6,529
New +$219K
DRS icon
323
Leonardo DRS
DRS
$10.9B
$218K ﹤0.01%
10,876
-167
-2% -$3.35K
SPSB icon
324
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
$216K ﹤0.01%
7,268
-480
-6% -$14.3K
EWBC icon
325
East-West Bancorp
EWBC
$14.9B
$211K ﹤0.01%
+2,893
New +$211K