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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
+27.32%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$1.67B
AUM Growth
+$331M
Cap. Flow
-$22.8M
Cap. Flow %
-1.36%
Top 10 Hldgs %
24.82%
Holding
460
New
85
Increased
139
Reduced
141
Closed
75

Top Buys

Rank Stock Value
1
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$27.8M
2
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$25.1M
3
BX icon
Blackstone
BX
+$19.3M
4
BURL icon
Burlington
BURL
+$17.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$15.1M

Top Sells

Rank Stock Value
1
WIX icon
WIX.com
WIX
+$32.8M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$29.5M
3
SEDG icon
SolarEdge
SEDG
+$27M
4
PANW icon
Palo Alto Networks
PANW
+$22.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$21.8M

Sector Composition

Rank Sector Weight
1 Technology 20.71%
2 Financials 13.37%
3 Industrials 9.32%
4 Consumer Discretionary 8.37%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BEST
351
DELISTED
BEST Inc. American Depositary Shares, each representing twenty (20) Class A Ordinary Shares
BEST
$230K 0.01%
+2,684
New +$276K
CIEN icon
352
Ciena
CIEN
$62.1B
$229K 0.01%
4,235
-4,422
-51% -$220K
MDT icon
353
Medtronic
MDT
$116B
$229K 0.01%
+2,510
New +$241K
XYZ
354
Block Inc
XYZ
$46.7B
$228K 0.01%
+2,169
New +$166K
MDLA
355
DELISTED
Medallia, Inc.
MDLA
$227K 0.01%
+9,000
New +$215K
JBHT icon
356
JB Hunt Transport Services
JBHT
$25.8B
$221K 0.01%
+1,835
New +$198K
ANGL icon
357
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
$220K 0.01%
+7,668
New +$211K
KIM icon
358
Kimco Realty
KIM
$16.2B
$219K 0.01%
+17,100
New +$190K
VZ icon
359
Verizon
VZ
$194B
$219K 0.01%
+4,000
New +$225K
GSK icon
360
GSK
GSK
$101B
$212K 0.01%
+4,160
New +$213K
EMB icon
361
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$208K 0.01%
+1,906
New +$197K
VIPS icon
362
Vipshop
VIPS
$6.92B
$206K 0.01%
+10,355
New +$178K
MOMO
363
Hello Group
MOMO
$863M
$204K 0.01%
+11,682
New +$245K
DFJ icon
364
WisdomTree Japan SmallCap Dividend Fund
DFJ
$401M
$203K 0.01%
+3,170
New +$197K
SOXX icon
365
iShares Semiconductor ETF
SOXX
$46.6B
$202K 0.01%
+2,241
New +$181K
GT icon
366
Goodyear
GT
$1.72B
$198K 0.01%
22,000
– –
F icon
367
Ford
F
$55.2B
$197K 0.01%
32,353
-79,602
-71% -$441K
SAN icon
368
Banco Santander
SAN
$211B
$160K 0.01%
68,870
+10,435
+18% +$22.8K
NWL icon
369
Newell Brands
NWL
$2.61B
$159K 0.01%
10,000
– –
VG
370
DELISTED
Vonage Holdings Corporation
VG
$138K 0.01%
13,735
+1,042
+8% +$9.35K
AMCR icon
371
Amcor
AMCR
$21.7B
$123K 0.01%
+2,400
New +$112K
BWAY
372
Brainsway
BWAY
$637M
$120K 0.01%
40,848
+18,000
+79% +$67.7K
HAPN
373
Happen Inc
HAPN
$2.25B
$118K 0.01%
25,920
+10,193
+65% +$63.4K
WBT
374
DELISTED
Welbilt, Inc.
WBT
$108K 0.01%
+17,692
New +$95.7K
BCOM
375
DELISTED
B Communications Ltd
BCOM
$101K 0.01%
52,102
+1,817
+4% +$2.73K
13 14
15
16 17

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IA
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UM
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IFP
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NMO
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Meitav Investment House's Q2 2020 Portfolio in Review

As of Q2 2020, Meitav Investment House held 460 positions worth $1.67B, up 25% from $1.34B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meitav Investment House's Q2 2020 filing shows 85 new, 139 increased, 141 reduced and 75 closed positions. Its largest new stake was Blackstone: 365,863 shares worth $20.7M. The largest sale was WIX.com, an estimated $32.8M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • Meitav Investment House's largest Q2 2020 buy was Blackstone: 365,863 shares worth $20.7M.
  • Meitav Investment House added most to State Street Industrial Select Sector SPDR ETF in Q2 2020, an estimated $27.8M increase.
  • Meitav Investment House's biggest Q2 2020 reduction was WIX.com, cutting an estimated $32.8M.
  • Meitav Investment House fully exited Palo Alto Networks in Q2 2020, selling an estimated $22.4M.
  • Meitav Investment House's ten largest holdings make up 25% of its $1.67B portfolio in Q2 2020.
  • Meitav Investment House opened 85 new positions and closed 75 in Q2 2020.
  • Meitav Investment House's portfolio value rose 25% quarter-over-quarter to $1.67B.

Based on Meitav Investment House's 13F filing for Q2 2020, filed 10 Aug 2020.