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
Consumers Staples Select Sector SPDR Fund
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
426
– –
-3,617
427
– –
-7,033
428
– –
-21,100
429
– –
-9,752
430
– –
-59,431
431
– –
-4,087
432
– –
-9,628
433
– –
-33,969
434
– –
-7,218
435
– –
-70,816
436
– –
-6,629
437
– –
-4,019
438
– –
-8,423
439
– –
-5,000
440
– –
-5,387
441
– –
-10,514
442
– –
-46,410
443
– –
-2,021
444
– –
-4,100
445
– –
-1,422,180
446
– –
-3,990
447
– –
-8,706
448
– –
-38,350
449
– –
-1
450
– –
-21,500
16 17
18
19 20