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
$1.62B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$24.8M
3
+$22.5M
4
KKR icon
KKR & Co
KKR
+$20.7M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$18M

Top Sells

1
+$31.5M
2
+$26.4M
3
+$23.9M
4
PYPL icon
PayPal
PYPL
+$23.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M

Sector Composition

1 Technology 29.3%
2 Healthcare 12.72%
3 Materials 5.4%
4 Communication Services 4.51%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$961K 0.06%
36,993
+1,519
152
$953K 0.06%
12,752
-1,301
153
$942K 0.06%
8,989
-2,996
154
$935K 0.06%
9,121
-5,400
155
$928K 0.06%
6,000
156
$915K 0.06%
23,140
-1,364
157
$903K 0.06%
10,725
-280,973
158
$899K 0.06%
68,068
-17,069
159
$890K 0.06%
47,087
-18,016
160
$875K 0.05%
8,094
-116,465
161
$872K 0.05%
21,059
-223
162
$872K 0.05%
17,153
-5,884
163
$868K 0.05%
10,353
-431
164
$863K 0.05%
4,624
+620
165
$841K 0.05%
+25,887
166
$840K 0.05%
12,815
-22,392
167
$835K 0.05%
18,264
168
$822K 0.05%
22,686
+317
169
$794K 0.05%
760
+250
170
$792K 0.05%
167,896
171
$790K 0.05%
+22,230
172
$781K 0.05%
8,226
-133
173
$758K 0.05%
16,284
+5,564
174
$744K 0.05%
186,483
+41,669
175
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