Meitav Investment House Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$36.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$31.8M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$31.8M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$25.9M |
| 5 |
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
|
+$25.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Medical Devices ETF
IHI
|
+$30.2M |
| 2 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$26.7M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$26.2M |
| 4 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$22.2M |
| 5 |
American Tower
AMT
|
+$22.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.6% |
| 2 | Financials | 10.13% |
| 3 | Industrials | 8.97% |
| 4 | Consumer Discretionary | 8.1% |
| 5 | Communication Services | 6.09% |
Similar funds
Meitav Investment House's Q4 2020 Portfolio in Review
As of Q4 2020, Meitav Investment House held 486 positions worth $2.55B, up 27% from $2.02B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Meitav Investment House deployed $198M of net new capital in Q4 2020, opening 92 new positions and adding to 161 existing holdings. Its largest new stake was State Street Materials Select Sector SPDR ETF: 1,063,340 shares worth $38.5M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 23% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was iShares US Medical Devices ETF, an estimated $30.2M trimmed.
- Meitav Investment House's largest Q4 2020 buy was State Street Materials Select Sector SPDR ETF: 1,063,340 shares worth $38.5M.
- Meitav Investment House added most to Invesco QQQ Trust in Q4 2020, an estimated $31.8M increase.
- Meitav Investment House's biggest Q4 2020 reduction was iShares US Medical Devices ETF, cutting an estimated $30.2M.
- Meitav Investment House fully exited State Street Communication Services Select Sector SPDR ETF in Q4 2020, selling an estimated $22.2M.
- Meitav Investment House's ten largest holdings make up 21% of its $2.55B portfolio in Q4 2020.
- Meitav Investment House opened 92 new positions and closed 74 in Q4 2020.
- Meitav Investment House's portfolio value rose 27% quarter-over-quarter to $2.55B.
Based on Meitav Investment House's 13F filing for Q4 2020, filed 2 Feb 2021.