MIH
Meitav Investment House Portfolio holdings
AUM $7.42B
1-Year Return
25.94%
This Quarter Return
+7.74%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
–
AUM
$1.71B
AUM Growth
–
Cap. Flow
+$1.71B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.12%
Holding
201
New
200
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
+$63.2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$61.2M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$60.8M |
| 4 |
iShares US Financial Services ETF
IYG
|
+$60M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$56.8M |
Top Sells
No sells this quarter
Sector Composition
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Johnson & Johnson
JNJ
$426B
| $1.65M | 0.1% |
+11,770
| New | +$1.65M |
|
102
UnitedHealth
UNH
$310B
| $1.63M | 0.09% |
+7,295
| New | +$1.63M |
|
103
CVS Health
CVS
$92.5B
| $1.62M | 0.09% |
+22,153
| New | +$1.62M |
|
104
S&P Global
SPGI
$165B
| $1.58M | 0.09% |
+9,283
| New | +$1.58M |
|
105
Invesco QQQ Trust
QQQ
$374B
| $1.56M | 0.09% |
+10,031
| New | +$1.56M |
|
106
Sony
SONY
$171B
| $1.36M | 0.08% |
+150,000
| New | +$1.36M |
|
|
PNTR
107
DELISTED
Pointer Telocation Ltd.
PNTR
| $1.33M | 0.08% |
+69,246
| New | +$1.33M |
|
108
Aflac
AFL
$57.5B
| $1.26M | 0.07% |
+28,466
| New | +$1.26M |
|
109
American Electric Power
AEP
$58.2B
| $1.25M | 0.07% |
+16,978
| New | +$1.25M |
|
110
Baxter International
BAX
$12.3B
| $1.24M | 0.07% |
+19,154
| New | +$1.24M |
|
111
Globe Life
GL
$11.5B
| $1.22M | 0.07% |
+13,327
| New | +$1.22M |
|
112
Cisco
CSCO
$264B
| $1.21M | 0.07% |
+31,415
| New | +$1.21M |
|
113
Xylem
XYL
$34.5B
| $1.19M | 0.07% |
+17,490
| New | +$1.19M |
|
114
Avery Dennison
AVY
$12.9B
| $1.19M | 0.07% |
+10,294
| New | +$1.19M |
|
115
McDonald's
MCD
$217B
| $1.18M | 0.07% |
+6,839
| New | +$1.18M |
|
116
Loews
L
$20.1B
| $1.18M | 0.07% |
+23,574
| New | +$1.18M |
|
117
Duke Energy
DUK
$95.3B
| $1.18M | 0.07% |
+14,066
| New | +$1.18M |
|
118
Stanley Black & Decker
SWK
$12.1B
| $1.17M | 0.07% |
+6,883
| New | +$1.17M |
|
119
Allstate
ALL
$51.7B
| $1.17M | 0.07% |
+11,133
| New | +$1.17M |
|
120
Lockheed Martin
LMT
$111B
| $1.17M | 0.07% |
+3,626
| New | +$1.17M |
|
121
Philip Morris
PM
$253B
| $1.16M | 0.07% |
+11,094
| New | +$1.16M |
|
|
AIV
122
Aimco
AIV
$1.1B
| $1.16M | 0.07% |
+200,094
| New | +$1.16M |
|
123
Exxon Mobil
XOM
$481B
| $1.16M | 0.07% |
+13,795
| New | +$1.16M |
|
124
Labcorp
LH
$22.8B
| $1.15M | 0.07% |
+8,348
| New | +$1.15M |
|
125
HP
HPQ
$26B
| $1.15M | 0.07% |
+54,402
| New | +$1.15M |
|