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
$1.62B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$24.8M
3
+$22.5M
4
KKR icon
KKR & Co
KKR
+$20.7M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$18M

Top Sells

1
+$31.5M
2
+$26.4M
3
+$23.9M
4
PYPL icon
PayPal
PYPL
+$23.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M

Sector Composition

1 Technology 29.3%
2 Healthcare 12.72%
3 Materials 5.4%
4 Communication Services 4.51%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-51,342
377
– –
-13,234
378
– –
-9,348
379
– –
-274,001
380
– –
-10,122
381
– –
-14,875
382
– –
-5,255
383
– –
-14,226
384
– –
-13,000
385
– –
-4,167
386
– –
-18,985
387
– –
-9,584
388
– –
-3,680
389
– –
-8,519
390
– –
-16,386
391
– –
-27,751
392
– –
-8,052
393
– –
-2,356
394
– –
-17,524
395
– –
-11,099
396
– –
-267
397
– –
-2
398
– –
-5,642
399
– –
-32,560
400
– –
-21,100
14 15
16
17 18