MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.23B
AUM Growth
+$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$103M
3
+$66.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$60.3M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$51.3M

Top Sells

1
+$55.2M
2
+$48.5M
3
+$44M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$41.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$35M

Sector Composition

1 Technology 14.53%
2 Financials 6.83%
3 Industrials 4.19%
4 Healthcare 3.67%
5 Consumer Discretionary 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$12.1K ﹤0.01%
+160
527
$11.7K ﹤0.01%
+344
528
$11.5K ﹤0.01%
+108
529
$11.5K ﹤0.01%
+800
530
$11.3K ﹤0.01%
+114
531
– –
-79,907
532
– –
-4,776
533
– –
-2,373
534
– –
-369,882
535
– –
-1,809
536
– –
-5,600
537
– –
-120,940
538
– –
-227,336
539
– –
-3,297,030
540
– –
-30,232
541
– –
-76,365
542
– –
-244,332
543
– –
-3,133
544
– –
-23,052
545
– –
-782
546
– –
-43,204
547
– –
-43,429
548
– –
-1,400,000
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