MIH

Meitav Investment House Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.22%
This Quarter Est. Return
1 Year Est. Return
+32.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1 +$59M
2 +$52.1M
3 +$43.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37M
5
COST icon
Costco
COST
+$32.1M

Top Sells

1 +$35.8M
2 +$35.5M
3 +$31.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$29.7M
5
NTR icon
Nutrien
NTR
+$26.1M

Sector Composition

1 Technology 16.69%
2 Financials 7.02%
3 Industrials 3.98%
4 Communication Services 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$31.7M 0.56%
232,387
-104,855
52
$29.1M 0.51%
1,005,776
53
$28.6M 0.5%
428,775
+381,568
54
$28.1M 0.5%
317,497
-2,470
55
$27M 0.48%
1,415,972
+1,350,600
56
$27M 0.48%
1,226,471
+230,484
57
$26.7M 0.47%
+451,890
58
$25.5M 0.45%
502,400
-128,995
59
$25.2M 0.44%
90,533
+27
60
$24.5M 0.43%
550,188
-327,494
61
$24.4M 0.43%
800,754
-89,109
62
$24.2M 0.43%
377,719
-11
63
$23.2M 0.41%
356,294
+49
64
$23.1M 0.41%
1,061,003
+145,500
65
$22.7M 0.4%
301,654
66
$22.4M 0.4%
1,144,136
+20,939
67
$22.2M 0.39%
624,583
+177,000
68
$21.7M 0.38%
921,715
-59,794
69
$21.2M 0.37%
1,486,454
-68,350
70
$20.9M 0.37%
2,677,358
+1,474,889
71
$20.9M 0.37%
484,067
72
$19.8M 0.35%
103,169
+21,000
73
$19.6M 0.35%
209,322
74
$19.1M 0.34%
199,748
-220
75
$18.7M 0.33%
1,944,231
-66,963