MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+9.48%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$6.14B
AUM Growth
+$37.8M
Cap. Flow
-$419M
Cap. Flow %
-6.83%
Top 10 Hldgs %
30.08%
Holding
436
New
32
Increased
155
Reduced
119
Closed
53

Sector Composition

1 Technology 17.57%
2 Financials 8.58%
3 Consumer Discretionary 6.2%
4 Communication Services 5.28%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PPH icon
326
VanEck Pharmaceutical ETF
PPH
$622M
$377K 0.01%
4,895
DVY icon
327
iShares Select Dividend ETF
DVY
$20.8B
$376K 0.01%
3,069
-399
-12% -$48.9K
FIVN icon
328
FIVE9
FIVN
$2.06B
$375K 0.01%
+2,687
New +$375K
MOO icon
329
VanEck Agribusiness ETF
MOO
$625M
$369K 0.01%
3,871
+1,434
+59% +$137K
MS icon
330
Morgan Stanley
MS
$236B
$367K 0.01%
3,719
-1,791
-33% -$177K
FIW icon
331
First Trust Water ETF
FIW
$1.96B
$360K 0.01%
3,800
EFG icon
332
iShares MSCI EAFE Growth ETF
EFG
$13.2B
$344K 0.01%
3,115
NOC icon
333
Northrop Grumman
NOC
$83.2B
$339K 0.01%
878
VEEV icon
334
Veeva Systems
VEEV
$44.7B
$338K 0.01%
+1,300
New +$338K
BIV icon
335
Vanguard Intermediate-Term Bond ETF
BIV
$24.2B
$331K 0.01%
3,788
-1,479
-28% -$129K
DGRW icon
336
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.3B
$330K 0.01%
5,016
-384
-7% -$25.3K
EWA icon
337
iShares MSCI Australia ETF
EWA
$1.53B
$326K 0.01%
13,036
LHX icon
338
L3Harris
LHX
$51B
$318K 0.01%
1,493
MDLZ icon
339
Mondelez International
MDLZ
$79.9B
$317K 0.01%
4,800
+50
+1% +$3.3K
FFIV icon
340
F5
FFIV
$18.1B
$316K 0.01%
1,289
SHYG icon
341
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.27B
$314K 0.01%
6,949
-448
-6% -$20.2K
NEAR icon
342
iShares Short Maturity Bond ETF
NEAR
$3.51B
$313K 0.01%
6,314
-400
-6% -$19.8K
LEN icon
343
Lennar Class A
LEN
$36.7B
$298K ﹤0.01%
2,650
VNQ icon
344
Vanguard Real Estate ETF
VNQ
$34.7B
$298K ﹤0.01%
2,570
+321
+14% +$37.2K
GILD icon
345
Gilead Sciences
GILD
$143B
$297K ﹤0.01%
4,061
-4,500
-53% -$329K
IEF icon
346
iShares 7-10 Year Treasury Bond ETF
IEF
$35.9B
$294K ﹤0.01%
2,572
-442
-15% -$50.5K
STLD icon
347
Steel Dynamics
STLD
$19.8B
$290K ﹤0.01%
4,650
-6,850
-60% -$427K
BMY icon
348
Bristol-Myers Squibb
BMY
$96B
$287K ﹤0.01%
4,606
+605
+15% +$37.7K
LQD icon
349
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.8B
$285K ﹤0.01%
2,156
-462
-18% -$61.1K
SPSB icon
350
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.41B
$282K ﹤0.01%
9,095
-2,059
-18% -$63.8K