MIH

Meitav Investment House Portfolio holdings

AUM $8.66B
1-Year Est. Return 34.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$62.8M
2
+$54.9M
3
+$45.3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$40.4M
5
COST icon
Costco
COST
+$34.9M

Top Sells

1
+$41.2M
2
+$38.4M
3
+$34.6M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$31.2M
5
NTR icon
Nutrien
NTR
+$26.2M

Sector Composition

1 Technology 16.69%
2 Financials 7.02%
3 Industrials 3.98%
4 Communication Services 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.75M 0.07%
199,560
+133,040
152
$3.65M 0.06%
75,606
153
$3.56M 0.06%
37,840
-2,942
154
$3.55M 0.06%
81,770
155
$3.44M 0.06%
47,522
-1,228
156
$3.44M 0.06%
43,312
157
$3.42M 0.06%
92,511
158
$3.35M 0.06%
550,821
159
$3.31M 0.06%
10,569
-85
160
$3.3M 0.06%
250,860
+475
161
$3.24M 0.06%
78,604
-600
162
$3.22M 0.06%
61,319
163
$3.17M 0.06%
37,560
164
$3.1M 0.05%
130,630
+114,430
165
$3.04M 0.05%
28,308
+444
166
$3.01M 0.05%
398,643
167
$3.01M 0.05%
154,481
-56,932
168
$2.98M 0.05%
36,872
+52
169
$2.97M 0.05%
67,433
170
$2.92M 0.05%
79,747
+501
171
$2.91M 0.05%
207,896
+95,622
172
$2.9M 0.05%
17,441
-6,444
173
$2.83M 0.05%
3,406
174
$2.79M 0.05%
98,036
175
$2.77M 0.05%
23,560
-140
5 6
7
8 9