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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
+7.74%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$1.71B
AUM Growth
–
Cap. Flow
+$2.58B
Cap. Flow %
150.64%
Top 10 Hldgs %
32.11%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$743M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$57.9M
4
IYG icon
iShares US Financial Services ETF
IYG
+$57.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$55.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 16.23%
2 Healthcare 7.25%
3 Materials 4.97%
4 Financials 3.54%
5 Real Estate 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWY icon
51
iShares MSCI South Korea ETF
EWY
$24.1B
$12.5M 0.73%
+166,290
New +$12.3M
RSPN icon
52
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.14B
$12.2M 0.71%
+505,500
New +$11.7M
BIIB icon
53
Biogen
BIIB
$30.7B
$12.1M 0.71%
+37,940
New +$12.2M
ADBE icon
54
Adobe
ADBE
$105B
$11.9M 0.7%
+68,120
New +$11.7M
WIX icon
55
WIX.com
WIX
$2.52B
$11.9M 0.69%
+206,430
New +$12.8M
BP icon
56
BP
BP
$107B
$11.5M 0.67%
+298,848
New +$10.8M
PANW icon
57
Palo Alto Networks
PANW
$297B
$11.3M 0.66%
+466,560
New +$11.4M
BERY
58
DELISTED
Berry Global Group, Inc.
BERY
$11.3M 0.66%
+208,999
New +$11.4M
INDP icon
59
Indaptus Therapeutics
INDP
$157M
$8.61M 0.5%
+746
New +$11.6M
XLP icon
60
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$8.4M 0.49%
+147,715
New +$8.12M
EPI icon
61
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$7.88M 0.46%
+284,234
New +$7.58M
VLO icon
62
Valero Energy
VLO
$85.9B
$7.38M 0.43%
+80,243
New +$6.62M
XLV icon
63
State Street Health Care Select Sector SPDR ETF
XLV
$42.7B
$7.13M 0.42%
+86,570
New +$7.14M
AIG icon
64
American International
AIG
$41.3B
$6.31M 0.37%
+105,750
New +$6.5M
ANDV
65
DELISTED
Andeavor
ANDV
$6.27M 0.37%
+54,825
New +$5.89M
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$5.46M 0.32%
+196,385
New +$5.28M
ITB icon
67
iShares US Home Construction ETF
ITB
$2.35B
$5.29M 0.31%
+121,510
New +$4.92M
MGIC
68
DELISTED
Magic Software Enterprises
MGIC
$5.2M 0.3%
+620,800
New +$5.37M
TEVA icon
69
Teva Pharmaceuticals
TEVA
$41.2B
$5.02M 0.29%
+264,711
New +$3.98M
DXJ icon
70
WisdomTree Japan Hedged Equity Fund
DXJ
$7.42B
$4.96M 0.29%
+83,927
New +$4.84M
VBIV
71
DELISTED
VBI Vaccines, Inc. New Common Stock (Canada)
VBIV
$4.66M 0.27%
+36,407
New +$4.48M
ILF icon
72
iShares Latin America 40 ETF
ILF
$3.76B
$4.49M 0.26%
+131,742
New +$4.48M
GLMD icon
73
Galmed Pharmaceuticals
GLMD
$4.97M
$4.36M 0.25%
+2,646
New +$3.91M
IBM icon
74
IBM
IBM
$224B
$4.2M 0.25%
+28,553
New +$4.15M
DSPG
75
DELISTED
DSP Group Inc
DSPG
$4.1M 0.24%
+328,152
New +$4.32M
1 2
3
4 5

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Meitav Investment House's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Meitav Investment House, which disclosed 201 positions worth $1.71B. Its ten largest holdings account for 32% of the portfolio.

Its largest position is iShares MSCI Emerging Markets ETF: 16,067,245 shares worth $63.2M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Healthcare and Materials.

  • Meitav Investment House's largest Q4 2017 buy was iShares MSCI Emerging Markets ETF: 16,067,245 shares worth $63.2M.
  • Meitav Investment House's ten largest holdings make up 32% of its $1.71B portfolio in Q4 2017.
  • Meitav Investment House disclosed 201 positions in Q4 2017, its first 13F filing on record.

Based on Meitav Investment House's 13F filing for Q4 2017, filed 15 Feb 2018.