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
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$52.1M
3
+$43.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37M
5
COST icon
Costco
COST
+$32.1M

Top Sells

1
+$35.8M
2
+$35.5M
3
+$31.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$29.7M
5
NTR icon
Nutrien
NTR
+$26.1M

Sector Composition

1 Technology 16.69%
2 Financials 7.02%
3 Industrials 3.98%
4 Communication Services 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$287K 0.01%
+9,940
327
$276K ﹤0.01%
+9,425
328
$275K ﹤0.01%
3,800
329
$271K ﹤0.01%
4,993
+126
330
$269K ﹤0.01%
2,014
331
$268K ﹤0.01%
2,846
332
$268K ﹤0.01%
3,300
333
$258K ﹤0.01%
2,680
-1,523
334
$256K ﹤0.01%
12,808
335
$256K ﹤0.01%
244,332
336
$255K ﹤0.01%
8,981
-17,500
337
$250K ﹤0.01%
7,282
338
$234K ﹤0.01%
782
339
$233K ﹤0.01%
+8,657
340
$233K ﹤0.01%
7,650
-41,000
341
$227K ﹤0.01%
3,115
342
$223K ﹤0.01%
428
343
$222K ﹤0.01%
+9,660
344
$216K ﹤0.01%
+2,947
345
$214K ﹤0.01%
1,300
346
$211K ﹤0.01%
+4,276
347
$209K ﹤0.01%
1,220
-119,230
348
$207K ﹤0.01%
3,200
349
$205K ﹤0.01%
2,687
350
$205K ﹤0.01%
1,327
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