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
$7.42B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$175M
3
+$52.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$45.8M
5
ESLT icon
Elbit Systems
ESLT
+$36.6M

Top Sells

1
+$123M
2
+$79.5M
3
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$34.9M
5
UBER icon
Uber
UBER
+$30.7M

Sector Composition

1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ARKB icon
126
ARK 21Shares Bitcoin ETF
ARKB
$1.66B
$2.19M 0.03%
61,114
+24,232
SPOT icon
127
Spotify
SPOT
$129B
$2.16M 0.03%
2,820
+1,802
BABA icon
128
Alibaba
BABA
$393B
$1.92M 0.03%
16,906
-1,800
GOVT icon
129
iShares US Treasury Bond ETF
GOVT
$28.2B
$1.84M 0.02%
80,114
+61,455
XHE icon
130
State Street SPDR S&P Health Care Equipment ETF
XHE
$148M
$1.68M 0.02%
20,738
-225
FLOT icon
131
iShares Floating Rate Bond ETF
FLOT
$8.97B
$1.54M 0.02%
30,143
+20,920
AZN icon
132
AstraZeneca
AZN
$253B
$1.48M 0.02%
21,185
-12,085
BIL icon
133
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42B
$1.48M 0.02%
16,122
-3,946
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.46M 0.02%
2
IBDT icon
135
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.12B
$1.4M 0.02%
54,995
-2,780
TFC icon
136
Truist Financial
TFC
$56.8B
$1.38M 0.02%
32,146
+7,396
IBDV icon
137
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$2.1B
$1.38M 0.02%
62,746
-1,322
S icon
138
SentinelOne
S
$5.64B
$1.32M 0.02%
72,855
+9,575
AMAT icon
139
Applied Materials
AMAT
$191B
$1.28M 0.02%
7,014
-98,745
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$11B
$1.25M 0.02%
16,586
+200
IBDY icon
141
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$854M
$1.24M 0.02%
47,882
+766
MRNA icon
142
Moderna
MRNA
$9.28B
$1.19M 0.02%
43,210
FCNCA icon
143
First Citizens BancShares
FCNCA
$23.8B
$1.1M 0.01%
562
+120
RSPM icon
144
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$154M
$1.06M 0.01%
32,715
CCJ icon
145
Cameco
CCJ
$41.8B
$1.02M 0.01%
13,679
+5,022
TSLA icon
146
Tesla
TSLA
$1.52T
$993K 0.01%
3,125
-4,650
GDX icon
147
VanEck Gold Miners ETF
GDX
$20.4B
$947K 0.01%
18,200
NOBL icon
148
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.3B
$943K 0.01%
9,361
+7,170
MTB icon
149
M&T Bank
MTB
$28.3B
$918K 0.01%
4,733
+991
IBDX icon
150
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.27B
$917K 0.01%
36,322
+3,677
4 5
6
7 8