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
101
$10.8M 0.19%
245,250
-300
102
$10.7M 0.19%
186,998
-22,692
103
$10.1M 0.18%
65,865
+25
104
$10M 0.18%
620,125
105
$9.3M 0.16%
117,197
-147
106
$9.07M 0.16%
102,253
-17,327
107
$9.03M 0.16%
27,371
108
$8.93M 0.16%
219,303
109
$8.8M 0.16%
556,986
+20,458
110
$8.59M 0.15%
167,547
111
$8.52M 0.15%
5,068
+252
112
$8.22M 0.14%
120,639
-460,548
113
$8.09M 0.14%
79,322
114
$7.96M 0.14%
283,136
+52,000
115
$7.91M 0.14%
37,020
116
$7.89M 0.14%
143,179
117
$7.79M 0.14%
28,876
+5,300
118
$7.76M 0.14%
156,230
+28,000
119
$7.71M 0.14%
85,795
+14,605
120
$7.66M 0.14%
154,440
-290,000
121
$7.55M 0.13%
1,529,935
-156,340
122
$7.41M 0.13%
78,543
+8,700
123
$7.28M 0.13%
42,810
-49
124
$7.05M 0.12%
+205,432
125
$6.94M 0.12%
86,259
3 4
5
6 7