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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 | |
|---|---|---|---|---|---|---|
|
SPNS
151
DELISTED
Sapiens International
SPNS
| $554K | 0.03% |
+48,303
| New | +$616K |
|
152
Invesco Senior Loan ETF
BKLN
$6.74B
| $551K | 0.03% |
+23,920
| New | +$552K |
|
153
United Airlines
UAL
$42.1B
| $540K | 0.03% |
+8,000
| New | +$499K |
|
|
CSR
154
Centerspace
CSR
$952M
| $521K | 0.03% |
+9,075
| New | +$539K |
|
155
Booking.com
BKNG
$161B
| $511K | 0.03% |
+7,250
| New | +$525K |
|
156
Nike
NKE
$61.9B
| $504K | 0.03% |
+8,000
| New | +$460K |
|
157
Walt Disney
DIS
$181B
| $496K | 0.03% |
+4,600
| New | +$474K |
|
158
Pitney Bowes
PBI
$2.39B
| $475K | 0.03% |
+42,500
| New | +$501K |
|
159
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
| $470K | 0.03% |
+5,630
| New | +$460K |
|
160
Under Armour
UAA
$2.6B
| $466K | 0.03% |
+30,000
| New | +$433K |
|
161
Wells Fargo
WFC
$264B
| $461K | 0.03% |
+7,590
| New | +$429K |
|
162
Ormat Technologies
ORA
$6.65B
| $448K | 0.03% |
+6,979
| New | +$443K |
|
163
Citigroup
C
$226B
| $432K | 0.03% |
+5,750
| New | +$425K |
|
164
JPMorgan Chase
JPM
$950B
| $430K | 0.03% |
+4,000
| New | +$405K |
|
|
CBL
165
DELISTED
CBL& Associates Properties, Inc.
CBL
| $414K | 0.02% |
+73,000
| New | +$488K |
|
166
Molson Coors Class B
TAP
$8.09B
| $410K | 0.02% |
+5,000
| New | +$404K |
|
167
Union Pacific
UNP
$174B
| $392K | 0.02% |
+2,900
| New | +$350K |
|
168
Goodyear
GT
$1.85B
| $391K | 0.02% |
+12,090
| New | +$384K |
|
169
Polaris
PII
$4.07B
| $384K | 0.02% |
+3,057
| New | +$363K |
|
170
Cardinal Health
CAH
$55.4B
| $373K | 0.02% |
+6,000
| New | +$371K |
|
171
Ituran Location and Control
ITRN
$1.05B
| $361K | 0.02% |
+10,519
| New | +$376K |
|
172
WisdomTree US High Dividend Fund
DHS
$1.58B
| $357K | 0.02% |
+4,900
| New | +$350K |
|
173
United Parcel Service
UPS
$88.9B
| $357K | 0.02% |
+3,000
| New | +$353K |
|
174
Opko Health
OPK
$1.02B
| $347K | 0.02% |
+70,000
| New | +$406K |
|
175
PUT
AstraZeneca
AZN
$250B
| $341K | 0.02% |
+5,000
| New | +$337K |
|
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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.