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
351
$180K ﹤0.01%
+22,142
352
$178K ﹤0.01%
12,000
-3,000
353
$134K ﹤0.01%
10,700
+700
354
$131K ﹤0.01%
20,949
355
$104K ﹤0.01%
716
356
$90K ﹤0.01%
22,293
357
$74K ﹤0.01%
3,270
358
$73K ﹤0.01%
19,105
359
$32K ﹤0.01%
10,000
360
$25K ﹤0.01%
28,028
361
$24K ﹤0.01%
2,979,716
362
– –
-8,756
363
– –
-755,200
364
– –
-2,870
365
– –
-1,050
366
– –
-15,560
367
– –
-8,340
368
– –
-4,580
369
– –
-394
370
– –
-60,489
371
– –
-1,000
372
– –
-1,000,000
373
– –
-18,200
374
– –
-167,896
11 12 13 14
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