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
$1.62B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$50.1M
2 +$24.8M
3 +$22.5M
4
KKR icon
KKR & Co
KKR
+$20.7M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$18M

Top Sells

1 +$31.5M
2 +$26.4M
3 +$23.9M
4
PYPL icon
PayPal
PYPL
+$23.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M

Sector Composition

1 Technology 29.3%
2 Healthcare 12.72%
3 Materials 5.4%
4 Communication Services 4.51%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.79M 0.11%
18,006
-2,480
102
$1.76M 0.11%
65,870
-100
103
$1.74M 0.11%
5,606
104
$1.72M 0.11%
52,765
-13,502
105
$1.71M 0.11%
4,845
-978
106
$1.7M 0.11%
18,720
+8,320
107
$1.68M 0.1%
28,137
-6,168
108
$1.64M 0.1%
85,000
+53,000
109
$1.61M 0.1%
104,898
+48,204
110
$1.6M 0.1%
24,979
+5,410
111
$1.6M 0.1%
49,723
-15,721
112
$1.58M 0.1%
12,500
+2,500
113
$1.54M 0.1%
53,000
-2,000
114
$1.54M 0.1%
+17,220
115
$1.53M 0.1%
167,155
+20,000
116
$1.53M 0.09%
11,157
-5,650
117
$1.45M 0.09%
80,961
+42,345
118
$1.45M 0.09%
19,848
-1,057
119
$1.44M 0.09%
+117,239
120
$1.43M 0.09%
43,637
-3,693
121
$1.38M 0.09%
87,000
+44,000
122
$1.38M 0.09%
40,270
+8,870
123
$1.38M 0.09%
58,334
-16,538
124
$1.33M 0.08%
90,850
+14,850
125
$1.26M 0.08%
34,175
-10,688