MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$130M
3
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

1
+$113M
2
+$81.2M
3
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

1 Technology 15.62%
2 Industrials 6.54%
3 Financials 6.13%
4 Communication Services 4.97%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWJ icon
126
iShares MSCI Japan ETF
EWJ
$21.5B
$2.56M 0.03%
30,368
CBOE icon
127
Cboe Global Markets
CBOE
$34.9B
$2.47M 0.03%
8,800
EFIV icon
128
State Street SPDR S&P 500 ESG ETF
EFIV
$1.08B
$2.44M 0.03%
39,590
+18,100
PWR icon
129
Quanta Services
PWR
$107B
$2.33M 0.03%
4,238
-73,500
SPEM icon
130
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.9B
$2.18M 0.02%
46,402
-2,700
COF icon
131
Capital One
COF
$117B
$2.16M 0.02%
11,855
-6,736
DK icon
132
Delek US
DK
$2.73B
$2.13M 0.02%
+47,250
IBDU icon
133
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.8B
$2.12M 0.02%
91,350
-17,112
APH icon
134
Amphenol
APH
$183B
$2.08M 0.02%
16,500
+3,000
AMAT icon
135
Applied Materials
AMAT
$357B
$2.02M 0.02%
5,949
-973
CWI icon
136
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.78B
$1.92M 0.02%
52,526
+24,833
AMD icon
137
Advanced Micro Devices
AMD
$842B
$1.89M 0.02%
9,292
+736
MRK icon
138
Merck
MRK
$293B
$1.75M 0.02%
14,516
GEV icon
139
GE Vernova
GEV
$260B
$1.74M 0.02%
1,990
+790
S icon
140
SentinelOne
S
$5.67B
$1.7M 0.02%
133,200
+8,000
IBDT icon
141
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.89B
$1.66M 0.02%
65,588
-3,138
IBDX icon
142
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.67B
$1.64M 0.02%
64,909
-1,501
BABA icon
143
Alibaba
BABA
$298B
$1.63M 0.02%
13,044
+443
XHE icon
144
State Street SPDR S&P Health Care Equipment ETF
XHE
$127M
$1.62M 0.02%
20,738
NU icon
145
Nu Holdings
NU
$63.8B
$1.59M 0.02%
+110,522
CCJ icon
146
Cameco
CCJ
$49.1B
$1.58M 0.02%
14,509
-9,775
BRK.A icon
147
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.44M 0.02%
2
MRNA icon
148
Moderna
MRNA
$18.7B
$1.38M 0.02%
27,143
-16,067
IBDV icon
149
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.12B
$1.38M 0.02%
63,000
+13,460
IBDY icon
150
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.14B
$1.31M 0.01%
50,805
-2,945
4 5
6
7 8