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
451
– –
-59,431
452
– –
-4,087
453
– –
-9,628
454
– –
-33,969
455
– –
-7,218
456
– –
-70,816
457
– –
-6,629
458
– –
-4,019
459
– –
-8,423
460
– –
-5,000
461
– –
-5,387
462
– –
-10,514
463
– –
-46,410
464
– –
-2,021
465
– –
-1,422,180
466
– –
-3,990
467
– –
-8,706
468
– –
-38,350
469
– –
-1
470
– –
-21,500
471
– –
-6,241
472
– –
-27,138
473
– –
-8,871
474
– –
-12,078
475
– –
-27,157
16 17 18
19
20