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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
+13.29%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$2.02B
AUM Growth
+$345M
Cap. Flow
+$166M
Cap. Flow %
8.25%
Top 10 Hldgs %
23.58%
Holding
455
New
70
Increased
186
Reduced
109
Closed
61

Top Buys

Rank Stock Value
1
PANW icon
Palo Alto Networks
PANW
+$28.9M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$22.2M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.5M
4
WMT icon
Walmart Inc
WMT
+$19.6M
5
NVMI
Nova
NVMI
+$19.1M

Top Sells

Rank Stock Value
1
PNC icon
PNC Financial Services
PNC
+$26.7M
2
VOX icon
Vanguard Communication Services ETF
VOX
+$25.8M
3
BX icon
Blackstone
BX
+$20.7M
4
BURL icon
Burlington
BURL
+$18.3M
5
CME icon
CME Group
CME
+$18.1M

Sector Composition

Rank Sector Weight
1 Technology 22.65%
2 Industrials 9.56%
3 Financials 8.84%
4 Consumer Discretionary 6.64%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICL icon
51
ICL Group
ICL
$6.89B
$16.5M 0.82%
4,675,097
-290,566
-6% -$1M
VEEV icon
52
Veeva Systems
VEEV
$38.4B
$15.8M 0.78%
56,062
+55,045
+5,412% +$14.5M
MELI icon
53
Mercado Libre
MELI
$98.4B
$15M 0.74%
13,835
+35
+0.3% +$38K
MSCI icon
54
MSCI
MSCI
$40.8B
$14.7M 0.73%
+41,079
New +$14.9M
PRGO icon
55
Perrigo
PRGO
$1.78B
$13.9M 0.69%
302,034
-19,192
-6% -$1.01M
NICE icon
56
Nice
NICE
$5.95B
$12.9M 0.64%
56,700
+5,383
+10% +$1.15M
KBA icon
57
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
$11.2M 0.56%
284,754
+264,692
+1,319% +$10.4M
SE icon
58
Sea Limited
SE
$80.5B
$11M 0.55%
71,679
+66,709
+1,342% +$9M
LIN icon
59
Linde
LIN
$226B
$9.77M 0.48%
+41,139
New +$9.98M
ORA icon
60
Ormat Technologies
ORA
$7.04B
$9.67M 0.48%
164,516
+98,279
+148% +$5.93M
VOO icon
61
Vanguard S&P 500 ETF
VOO
$1.03T
$9.23M 0.46%
30,046
+15,034
+100% +$4.58M
WIX icon
62
WIX.com
WIX
$2.79B
$9.13M 0.45%
35,803
+28,037
+361% +$7.73M
AUDC icon
63
AudioCodes
AUDC
$253M
$8.54M 0.42%
269,976
+81,365
+43% +$2.76M
RADA
64
DELISTED
Rada Electronic Industries Ltd
RADA
$8.38M 0.42%
1,407,417
+222,241
+19% +$1.45M
ESLT icon
65
Elbit Systems
ESLT
$36.4B
$8.37M 0.41%
69,071
-4,930
-7% -$651K
ELLO icon
66
Ellomay Capital Ltd
ELLO
$276M
$7.65M 0.38%
264,647
+55,000
+26% +$1.49M
KMDA icon
67
Kamada
KMDA
$409M
$7.25M 0.36%
864,644
-24,362
-3% -$221K
CAMT icon
68
Camtek
CAMT
$7.67B
$6.58M 0.33%
427,218
+79,404
+23% +$1.18M
IWF icon
69
iShares Russell 1000 Growth ETF
IWF
$127B
$6.52M 0.32%
120,272
-40,836
-25% -$2.15M
ACWI icon
70
iShares MSCI ACWI ETF
ACWI
$33.3B
$6.51M 0.32%
81,664
-2,013
-2% -$159K
EPI icon
71
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$6.32M 0.31%
267,889
+191,259
+250% +$4.35M
VOX icon
72
Vanguard Communication Services ETF
VOX
$5.82B
$6.32M 0.31%
62,037
-254,025
-80% -$25.8M
VWO icon
73
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$6.21M 0.31%
143,730
+69,032
+92% +$3M
KWEB icon
74
KraneShares CSI China Internet ETF
KWEB
$5.56B
$6.14M 0.3%
90,103
+50,546
+128% +$3.43M
SKYY icon
75
First Trust Cloud Computing ETF
SKYY
$3.22B
$6.04M 0.3%
76,924
+49,027
+176% +$3.81M
1 2
3
4 5

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q3 2020 Portfolio in Review

As of Q3 2020, Meitav Investment House held 455 positions worth $2.02B, up 21% from $1.67B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Meitav Investment House deployed $166M of net new capital in Q3 2020, opening 70 new positions and adding to 186 existing holdings. Its largest new stake was Palo Alto Networks: 695,250 shares worth $28.4M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was Vanguard Communication Services ETF, an estimated $25.8M trimmed.

  • Meitav Investment House's largest Q3 2020 buy was Palo Alto Networks: 695,250 shares worth $28.4M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q3 2020, an estimated $20.5M increase.
  • Meitav Investment House's biggest Q3 2020 reduction was Vanguard Communication Services ETF, cutting an estimated $25.8M.
  • Meitav Investment House fully exited PNC Financial Services in Q3 2020, selling an estimated $26.7M.
  • Meitav Investment House's ten largest holdings make up 24% of its $2.02B portfolio in Q3 2020.
  • Meitav Investment House opened 70 new positions and closed 61 in Q3 2020.
  • Meitav Investment House's portfolio value rose 21% quarter-over-quarter to $2.02B.

Based on Meitav Investment House's 13F filing for Q3 2020, filed 5 Nov 2020.