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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
% of AUM
150.64%
Top 10 Holdings %
Top 10 Hldgs %
32.11%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$743M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$282M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$57.9M |
| 4 |
iShares US Financial Services ETF
IYG
|
+$57.5M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
Johnson & Johnson
JNJ
$625B
| $1.65M | 0.1% |
+11,770
| New | +$1.64M |
|
102
UnitedHealth
UNH
$370B
| $1.63M | 0.09% |
+7,295
| New | +$1.55M |
|
103
CVS Health
CVS
$122B
| $1.62M | 0.09% |
+22,153
| New | +$1.61M |
|
104
S&P Global
SPGI
$120B
| $1.58M | 0.09% |
+9,283
| New | +$1.52M |
|
105
Invesco QQQ Trust
QQQ
$484B
| $1.56M | 0.09% |
+10,031
| New | +$1.53M |
|
106
Sony
SONY
$138B
| $1.36M | 0.08% |
+150,000
| New | +$1.29M |
|
|
PNTR
107
DELISTED
Pointer Telocation Ltd.
PNTR
| $1.33M | 0.08% |
+69,246
| New | +$1.22M |
|
108
Aflac
AFL
$62.6B
| $1.26M | 0.07% |
+28,466
| New | +$1.21M |
|
109
American Electric Power
AEP
$68.4B
| $1.25M | 0.07% |
+16,978
| New | +$1.27M |
|
110
Baxter International
BAX
$14.2B
| $1.24M | 0.07% |
+19,154
| New | +$1.23M |
|
111
Globe Life
GL
$14.3B
| $1.22M | 0.07% |
+13,327
| New | +$1.14M |
|
112
Cisco
CSCO
$479B
| $1.21M | 0.07% |
+31,415
| New | +$1.12M |
|
113
Xylem
XYL
$28.1B
| $1.19M | 0.07% |
+17,490
| New | +$1.16M |
|
114
Avery Dennison
AVY
$13.4B
| $1.19M | 0.07% |
+10,294
| New | +$1.11M |
|
115
McDonald's
MCD
$195B
| $1.18M | 0.07% |
+6,839
| New | +$1.15M |
|
116
Loews
L
$23.6B
| $1.18M | 0.07% |
+23,574
| New | +$1.16M |
|
117
Duke Energy
DUK
$97.3B
| $1.18M | 0.07% |
+14,066
| New | +$1.23M |
|
118
Stanley Black & Decker
SWK
$15.7B
| $1.17M | 0.07% |
+6,883
| New | +$1.13M |
|
119
Allstate
ALL
$67.5B
| $1.17M | 0.07% |
+11,133
| New | +$1.1M |
|
120
Lockheed Martin
LMT
$136B
| $1.17M | 0.07% |
+3,626
| New | +$1.14M |
|
121
Philip Morris
PM
$295B
| $1.16M | 0.07% |
+11,094
| New | +$1.18M |
|
|
AIV
122
Aimco
AIV
$383M
| $1.16M | 0.07% |
+200,094
| New | +$1.18M |
|
123
ExxonMobil
XOM
$634B
| $1.16M | 0.07% |
+13,795
| New | +$1.14M |
|
124
Labcorp
LH
$25.9B
| $1.15M | 0.07% |
+8,348
| New | +$1.1M |
|
125
HP
HPQ
$27.5B
| $1.15M | 0.07% |
+54,402
| New | +$1.16M |
|
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UM
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.