MIH
Meitav Investment House Portfolio holdings
AUM
$7.42B
1-Year Return
25.94%
This Quarter Return
+6.73%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$3.57M
AUM Growth
-$2.55B
(-100%)
Cap. Flow
-$184M
Cap. Flow
% of AUM
-5,150.78%
Top 10 Holdings %
Top 10 Hldgs %
31.09%
Holding
516
New
104
Increased
140
Reduced
103
Closed
137
Top Buys
| 1 |
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
|
+$319K |
| 2 |
Invesco Semiconductors ETF
PSI
|
+$222K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$62.8K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$61.9K |
| 5 |
VanEck Semiconductor ETF
SMH
|
+$53.7K |
Top Sells
| 1 |
New Oriental
EDU
|
+$22.4M |
| 2 |
Zoetis
ZTS
|
+$20.7M |
| 3 |
MSCI
MSCI
|
+$18.5M |
| 4 |
Regions Financial
RF
|
+$18M |
| 5 |
Veeva Systems
VEEV
|
+$14M |
Sector Composition
| 1 | Technology | 16.68% |
| 2 | Financials | 7.62% |
| 3 | Consumer Discretionary | 6.64% |
| 4 | Industrials | 6.21% |
| 5 | Communication Services | 3.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$418B
| $36.8K | 1.03% |
120,456
+29,462
| +32% | +$8.99K |
|
27
Amazon
AMZN
$2.52T
| $35.3K | 0.99% |
227,960
-4,380
| -2% | -$678 |
|
28
Alphabet (Google) Class A
GOOGL
$2.83T
| $35.3K | 0.99% |
341,840
+31,240
| +10% | +$3.22K |
|
29
iShares Core S&P 500 ETF
IVV
$666B
| $34.9K | 0.98% |
87,669
-76,570
| -47% | -$30.5K |
|
30
NextEra Energy, Inc.
NEE
$144B
| $34.9K | 0.98% |
461,086
+11,239
| +2% | +$850 |
|
31
WIX.com
WIX
$8.52B
| $34.7K | 0.97% |
124,628
+13,389
| +12% | +$3.73K |
|
32
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$224M
| $32.9K | 0.92% |
+699,000
| New | +$32.9K |
|
33
CyberArk
CYBR
$23.6B
| $32.6K | 0.91% |
251,836
-18,403
| -7% | -$2.38K |
|
34
T-Mobile US
TMUS
$273B
| $31.5K | 0.88% |
251,600
+1,725
| +0.7% | +$216 |
|
35
SPDR S&P Regional Banking ETF
KRE
$4.27B
| $30.2K | 0.84% |
+454,800
| New | +$30.2K |
|
36
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $29K | 0.81% |
+332,833
| New | +$29K |
|
37
Palo Alto Networks
PANW
$132B
| $28.8K | 0.81% |
536,550
-107,886
| -17% | -$5.8K |
|
38
Canadian Pacific Kansas City
CP
$69.9B
| $28.6K | 0.8% |
376,570
+950
| +0.3% | +$72 |
|
39
TSMC
TSM
$1.28T
| $28.3K | 0.79% |
239,430
-90,168
| -27% | -$10.7K |
|
40
Adobe
ADBE
$152B
| $27.3K | 0.76% |
57,419
+511
| +0.9% | +$243 |
|
41
Yum China
YUMC
$16.3B
| $26.7K | 0.75% |
451,301
+81,022
| +22% | +$4.8K |
|
42
HDFC Bank
HDB
$181B
| $26.5K | 0.74% |
340,816
+63,600
| +23% | +$4.94K |
|
43
Honeywell
HON
$136B
| $25.9K | 0.72% |
119,310
-37,625
| -24% | -$8.17K |
|
44
Vanguard S&P 500 ETF
VOO
$730B
| $25.4K | 0.71% |
69,554
+48,150
| +225% | +$17.6K |
|
45
Health Care Select Sector SPDR Fund
XLV
$34.2B
| $25.3K | 0.71% |
216,954
-45,975
| -17% | -$5.37K |
|
46
Global X Cloud Computing ETF
CLOU
$315M
| $25.2K | 0.71% |
979,564
+429,564
| +78% | +$11.1K |
|
47
Linde
LIN
$223B
| $23.4K | 0.65% |
83,360
+10
| +0% | +$3 |
|
48
Intercontinental Exchange
ICE
$99.5B
| $23.4K | 0.65% |
209,226
+22,657
| +12% | +$2.53K |
|
49
Industrial Select Sector SPDR Fund
XLI
$23.2B
| $22.1K | 0.62% |
224,254
-368,646
| -62% | -$36.3K |
|
50
Abbott
ABT
$230B
| $22.1K | 0.62% |
184,183
+1,347
| +0.7% | +$161 |
|