MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
-2.5%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.43B
AUM Growth
-$503M
Cap. Flow
-$263M
Cap. Flow %
-4.85%
Top 10 Hldgs %
40.44%
Holding
249
New
28
Increased
62
Reduced
80
Closed
33

Sector Composition

1 Technology 14.7%
2 Industrials 6.01%
3 Financials 5.45%
4 Communication Services 3.88%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
RSSL
151
Global X Russell 2000 ETF
RSSL
$1.38B
$744K 0.01%
+9,477
New +$744K
MTB icon
152
M&T Bank
MTB
$31.1B
$669K 0.01%
3,742
+657
+21% +$117K
QLTA icon
153
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
$663K 0.01%
13,984
-4,157
-23% -$197K
ISRG icon
154
Intuitive Surgical
ISRG
$161B
$639K 0.01%
1,291
+891
+223% +$441K
SLQD icon
155
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.35B
$627K 0.01%
12,502
-1,243
-9% -$62.3K
PLTR icon
156
Palantir
PLTR
$407B
$614K 0.01%
7,222
-11,900
-62% -$1.01M
MOAT icon
157
VanEck Morningstar Wide Moat ETF
MOAT
$12.6B
$614K 0.01%
7,024
-3,782
-35% -$331K
FTCS icon
158
First Trust Capital Strength ETF
FTCS
$8.47B
$597K 0.01%
6,656
FTA icon
159
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.15B
$579K 0.01%
7,550
PRGO icon
160
Perrigo
PRGO
$3.06B
$572K 0.01%
20,414
SPOT icon
161
Spotify
SPOT
$143B
$560K 0.01%
1,018
-108
-10% -$59.4K
CRWD icon
162
CrowdStrike
CRWD
$109B
$554K 0.01%
1,567
-83
-5% -$29.3K
FDX icon
163
FedEx
FDX
$54.2B
$538K 0.01%
2,209
-515
-19% -$125K
IBDQ icon
164
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.85B
$523K 0.01%
20,875
-15,790
-43% -$396K
MO icon
165
Altria Group
MO
$112B
$521K 0.01%
8,958
-542
-6% -$31.5K
VCIT icon
166
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55B
$517K 0.01%
6,323
+299
+5% +$24.4K
VGIT icon
167
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
$511K 0.01%
8,610
+494
+6% +$29.3K
KMDA icon
168
Kamada
KMDA
$404M
$507K 0.01%
76,835
QCLN icon
169
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$458M
$502K 0.01%
17,528
-10,427
-37% -$298K
MDWD icon
170
MediWound
MDWD
$194M
$496K 0.01%
31,502
HLT icon
171
Hilton Worldwide
HLT
$64.6B
$489K 0.01%
2,147
XME icon
172
SPDR S&P Metals & Mining ETF
XME
$2.39B
$482K 0.01%
8,614
FLOT icon
173
iShares Floating Rate Bond ETF
FLOT
$9.07B
$471K 0.01%
9,223
+3,974
+76% +$203K
ORLY icon
174
O'Reilly Automotive
ORLY
$91.2B
$461K 0.01%
4,830
RF icon
175
Regions Financial
RF
$24.2B
$459K 0.01%
21,125
+3,786
+22% +$82.3K