MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+9.96%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.1B
AUM Growth
-$1.7B
Cap. Flow
-$2.13B
Cap. Flow %
-41.71%
Top 10 Hldgs %
40.99%
Holding
358
New
22
Increased
65
Reduced
86
Closed
128

Sector Composition

1 Technology 13.49%
2 Financials 7.86%
3 Consumer Discretionary 4.84%
4 Communication Services 4.58%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IBDS icon
126
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.32B
$1.27M 0.02%
53,503
-4,257
-7% -$101K
BRK.A icon
127
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.27M 0.02%
2
BDX icon
128
Becton Dickinson
BDX
$53.9B
$1.2M 0.02%
+8,778
New +$1.2M
RSPM icon
129
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$162M
$1.19M 0.02%
32,715
-11,900
-27% -$432K
BX icon
130
Blackstone
BX
$139B
$1.19M 0.02%
9,042
-174,374
-95% -$22.9M
SGOV icon
131
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
$1.15M 0.02%
11,427
+2,642
+30% +$266K
IBDV icon
132
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.07B
$1.15M 0.02%
+53,760
New +$1.15M
ANGL icon
133
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.06B
$1.09M 0.02%
37,526
-884
-2% -$25.6K
FLKR icon
134
Franklin FTSE South Korea ETF
FLKR
$182M
$1.08M 0.02%
+46,359
New +$1.08M
TEAD
135
Teads Holding Co. Common Stock
TEAD
$150M
$1.07M 0.02%
271,794
-48,924
-15% -$193K
EWU icon
136
iShares MSCI United Kingdom ETF
EWU
$2.91B
$1.03M 0.02%
30,200
KBE icon
137
SPDR S&P Bank ETF
KBE
$1.55B
$1.02M 0.02%
21,718
IR icon
138
Ingersoll Rand
IR
$32B
$1.02M 0.02%
+10,707
New +$1.02M
UNH icon
139
UnitedHealth
UNH
$314B
$1.01M 0.02%
2,044
+1,591
+351% +$787K
HLT icon
140
Hilton Worldwide
HLT
$64B
$981K 0.02%
4,597
+2,450
+114% +$523K
ICE icon
141
Intercontinental Exchange
ICE
$98.7B
$947K 0.02%
+6,892
New +$947K
FDN icon
142
First Trust Dow Jones Internet Index Fund ETF
FDN
$7.92B
$924K 0.02%
4,507
-4,809
-52% -$986K
CIBR icon
143
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.8B
$924K 0.02%
16,386
QLTA icon
144
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
$922K 0.02%
19,442
-969
-5% -$45.9K
FROG icon
145
JFrog
FROG
$5.74B
$892K 0.02%
+20,177
New +$892K
IBDR icon
146
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$869K 0.02%
36,506
-2,953
-7% -$70.3K
SNY icon
147
Sanofi
SNY
$115B
$851K 0.02%
17,500
USMV icon
148
iShares MSCI USA Min Vol Factor ETF
USMV
$23.4B
$810K 0.02%
9,688
-200
-2% -$16.7K
MNDY icon
149
monday.com
MNDY
$9.67B
$809K 0.02%
+3,580
New +$809K
ZIM icon
150
ZIM Integrated Shipping Services
ZIM
$1.59B
$808K 0.02%
79,905
-65,108
-45% -$659K