MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+8.84%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$3.91B
AUM Growth
+$3.91B
Cap. Flow
+$740M
Cap. Flow %
18.92%
Top 10 Hldgs %
25.51%
Holding
447
New
68
Increased
180
Reduced
78
Closed
35

Sector Composition

1 Technology 19.36%
2 Financials 8.34%
3 Consumer Discretionary 5.44%
4 Industrials 5.22%
5 Communication Services 3.98%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NEAR icon
351
iShares Short Maturity Bond ETF
NEAR
$3.55B
$325K 0.01%
+6,504
New +$325K
FI icon
352
Fiserv
FI
$71.8B
$321K 0.01%
3,006
+2
+0.1% +$214
K icon
353
Kellanova
K
$27.5B
$320K 0.01%
5,325
SHYG icon
354
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$319K 0.01%
6,929
+2,089
+43% +$96.2K
FIW icon
355
First Trust Water ETF
FIW
$1.9B
$317K 0.01%
3,800
RIO icon
356
Rio Tinto
RIO
$101B
$312K 0.01%
3,700
-1,464
-28% -$123K
PAVE icon
357
Global X US Infrastructure Development ETF
PAVE
$9.36B
$308K 0.01%
11,950
-2,200
-16% -$56.7K
NTNX icon
358
Nutanix
NTNX
$20.7B
$306K 0.01%
8,000
DGRW icon
359
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$305K 0.01%
5,129
+682
+15% +$40.6K
PKB icon
360
Invesco Building & Construction ETF
PKB
$328M
$305K 0.01%
+57,667
New +$305K
WDC icon
361
Western Digital
WDC
$33B
$285K 0.01%
5,292
BIIB icon
362
Biogen
BIIB
$20.9B
$282K 0.01%
815
-800
-50% -$277K
CTSH icon
363
Cognizant
CTSH
$33.8B
$277K 0.01%
4,000
ISRG icon
364
Intuitive Surgical
ISRG
$161B
$276K 0.01%
900
INOV
365
DELISTED
Inovalon Holdings, Inc. Class A Common Stock
INOV
$273K 0.01%
8,000
BOTZ icon
366
Global X Robotics & Artificial Intelligence ETF
BOTZ
$2.86B
$269K 0.01%
7,679
GMRE
367
Global Medical REIT
GMRE
$511M
$264K 0.01%
17,609
-49,847
-74% -$747K
CEMB icon
368
iShares JPMorgan EM Corporate Bond ETF
CEMB
$399M
$260K 0.01%
+4,977
New +$260K
IJK icon
369
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$260K 0.01%
3,200
SPLV icon
370
Invesco S&P 500 Low Volatility ETF
SPLV
$7.83B
$257K 0.01%
+4,217
New +$257K
XAR icon
371
SPDR S&P Aerospace & Defense ETF
XAR
$4B
$257K 0.01%
1,939
+70
+4% +$9.28K
LEN icon
372
Lennar Class A
LEN
$35.4B
$255K 0.01%
2,650
-5,320
-67% -$512K
CRM icon
373
Salesforce
CRM
$231B
$254K 0.01%
1,039
-7
-0.7% -$1.71K
CRWD icon
374
CrowdStrike
CRWD
$107B
$251K 0.01%
+1,000
New +$251K
XSOE icon
375
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.01B
$248K 0.01%
5,899