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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 | |
|---|---|---|---|---|---|---|
126
Banc of California
BANC
$2.97B
| $1.15M | 0.07% |
+22,366
| New | +$467K |
|
127
Kimberly-Clark
KMB
$36.5B
| $1.15M | 0.07% |
+9,520
| New | +$1.11M |
|
128
Becton Dickinson
BDX
$48.2B
| $1.14M | 0.07% |
+5,455
| New | +$1.14M |
|
129
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
| $1.14M | 0.07% |
+23,947
| New | +$1.13M |
|
130
Mattel
MAT
$4.23B
| $1.13M | 0.07% |
+73,470
| New | +$1.16M |
|
|
SNI
131
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
| $1.11M | 0.06% |
+12,962
| New | +$1.07M |
|
132
Williams-Sonoma
WSM
$29.6B
| $1.05M | 0.06% |
+40,000
| New | +$1.02M |
|
|
PTNR
133
DELISTED
Partner Communications
PTNR
| $1.03M | 0.06% |
+167,896
| New | +$922K |
|
134
FedEx
FDX
$75.4B
| $1.01M | 0.06% |
+4,055
| New | +$927K |
|
|
BBBY
135
DELISTED
Bed Bath & Beyond Inc
BBBY
| $994K | 0.06% |
+43,990
| New | +$955K |
|
136
Meritage Homes
MTH
$4.86B
| $974K | 0.06% |
+37,800
| New | +$937K |
|
|
CYRN
137
DELISTED
CYREN Ltd.
CYRN
| $959K | 0.06% |
+19,174
| New | +$830K |
|
138
Moody's
MCO
$82.7B
| $876K | 0.05% |
+5,925
| New | +$868K |
|
139
Gilat Satellite Networks
GILT
$848M
| $874K | 0.05% |
+113,019
| New | +$812K |
|
|
OTEL
140
DELISTED
Otelco, Inc. Class A
OTEL
| $824K | 0.05% |
+61,000
| New | +$699K |
|
|
P
141
Everpure Inc
P
$29.9B
| $790K | 0.05% |
+49,000
| New | +$817K |
|
142
M/I Homes
MHO
$3.84B
| $750K | 0.04% |
+21,800
| New | +$712K |
|
143
Gilead Sciences
GILD
$165B
| $704K | 0.04% |
+9,740
| New | +$740K |
|
144
Procter & Gamble
PG
$339B
| $695K | 0.04% |
+7,543
| New | +$678K |
|
145
Blackstone
BX
$110B
| $673K | 0.04% |
+21,100
| New | +$687K |
|
146
T-Mobile US
TMUS
$190B
| $644K | 0.04% |
+10,000
| New | +$610K |
|
147
Goldman Sachs
GS
$303B
| $622K | 0.04% |
+2,430
| New | +$596K |
|
148
Kimco Realty
KIM
$16.4B
| $602K | 0.04% |
+32,778
| New | +$614K |
|
149
Delek Logistics
DKL
$3.02B
| $591K | 0.03% |
+18,730
| New | +$563K |
|
|
XLNX
150
DELISTED
Xilinx Inc
XLNX
| $590K | 0.03% |
+8,620
| New | +$612K |
|
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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.