MIH

Meitav Investment House Portfolio holdings

AUM $8.66B
1-Year Est. Return 34.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.68%
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 +$62.8M
2 +$54.9M
3 +$45.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$40.4M
5
COST icon
Costco
COST
+$34.9M

Top Sells

1 +$41.2M
2 +$38.4M
3 +$34.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$31.2M
5
NTR icon
Nutrien
NTR
+$26.2M

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
-1,050
363
-15,560
364
-8,340
365
-4,580
366
-394
367
-1,000,000
368
-18,200
369
-167,896
370
-8,756
371
-755,200
372
-60,489
373
-1,000
374
-2,870