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
Consumers Staples Select Sector SPDR Fund
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
326
$72K ﹤0.01%
10,895
-1,106
327
$71K ﹤0.01%
16,696
328
$67K ﹤0.01%
11,420
-1,953
329
$63K ﹤0.01%
35,480
-791
330
$39K ﹤0.01%
1,972
-895
331
$39K ﹤0.01%
12,706
332
$28K ﹤0.01%
+10,000
333
$26K ﹤0.01%
9,130
334
$22K ﹤0.01%
+10,030
335
$22K ﹤0.01%
+13,210
336
$6K ﹤0.01%
18,182
337
– –
-27,500
338
– –
-40,825
339
– –
-9,424
340
– –
-12,667
341
– –
-3,000
342
– –
-14,665
343
– –
-3,498
344
– –
-274,001
345
– –
-10,122
346
– –
-14,875
347
– –
-5,255
348
– –
-14,226
349
– –
-13,000
350
– –
-6,241
12 13
14
15 16