MIH
Meitav Investment House Portfolio holdings
AUM
$7.42B
1-Year Return
25.94%
This Quarter Return
+9.96%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$5.1B
AUM Growth
-$1.7B
(-25%)
Cap. Flow
-$2.13B
Cap. Flow
% of AUM
-41.71%
Top 10 Holdings %
Top 10 Hldgs %
40.99%
Holding
358
New
22
Increased
65
Reduced
86
Closed
128
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$62.7M |
| 2 |
Salesforce
CRM
|
+$54M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$53.4M |
| 4 |
WisdomTree India Earnings Fund ETF
EPI
|
+$51.8M |
| 5 |
NextEra Energy, Inc.
NEE
|
+$47.4M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$409M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$208M |
| 3 |
iShares US Medical Devices ETF
IHI
|
+$166M |
| 4 |
Microsoft
MSFT
|
+$141M |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$112M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 7.86% |
| 3 | Consumer Discretionary | 4.84% |
| 4 | Communication Services | 4.58% |
| 5 | Industrials | 3.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Vanguard International Dividend Appreciation ETF
VIGI
$8.5B
| – | – |
-3,391
| Closed | -$268K |
|
352
Vanguard Real Estate ETF
VNQ
$34.8B
| – | – |
-13,506
| Closed | -$1.19M |
|
|
353
Vanguard S&P 500 ETF
VOO
$740B
| – | – |
-936,409
| Closed | -$409M |
|
354
Varonis Systems
VRNS
$6.3B
| – | – |
-631,472
| Closed | -$28.6M |
|
355
Vanguard Total World Stock ETF
VT
$52.7B
| – | – |
-5,288
| Closed | -$544K |
|
356
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| – | – |
-8,832
| Closed | -$362K |
|
357
Wells Fargo
WFC
$261B
| – | – |
-53,651
| Closed | -$2.65M |
|
358
Walmart
WMT
$825B
| – | – |
-188,604
| Closed | -$9.94M |
|