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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 | |
|---|---|---|---|---|---|---|
|
RDS.A
176
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $333K | 0.02% |
+5,000
| New | +$315K |
|
177
Newmont
NEM
$119B
| $319K | 0.02% |
+8,500
| New | +$313K |
|
|
TGI
178
DELISTED
Triumph Group
TGI
| $304K | 0.02% |
+11,040
| New | +$331K |
|
179
General Mills
GIS
$19.7B
| $298K | 0.02% |
+5,000
| New | +$270K |
|
180
Bank of America
BAC
$442B
| $296K | 0.02% |
+9,930
| New | +$274K |
|
181
Baidu
BIDU
$37.2B
| $279K | 0.02% |
+1,190
| New | +$291K |
|
182
RTX Corp
RTX
$301B
| $262K | 0.02% |
+3,257
| New | +$247K |
|
183
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $252K | 0.01% |
+3,000
| New | +$252K |
|
|
RDHL
184
Redhill Biopharma
RDHL
$3.68M
| $244K | 0.01% |
+48
| New | +$323K |
|
185
PepsiCo
PEP
$190B
| $242K | 0.01% |
+2,020
| New | +$231K |
|
|
CANF
186
Can-Fite BioPharma American Depositary Shares
CANF
$7.37M
| $240K | 0.01% |
+52
| New | +$238K |
|
187
Verizon
VZ
$196B
| $236K | 0.01% |
+4,450
| New | +$219K |
|
188
iShares Russell 2000 ETF
IWM
$81.9B
| $221K | 0.01% |
+1,450
| New | +$218K |
|
189
iShares S&P 100 ETF
OEF
$20.5B
| $219K | 0.01% |
+1,843
| New | +$213K |
|
190
US Bancorp
USB
$99.6B
| $216K | 0.01% |
+4,000
| New | +$215K |
|
|
RTN
191
DELISTED
Raytheon Company
RTN
| $213K | 0.01% |
+1,131
| New | +$211K |
|
192
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
| $202K | 0.01% |
+2,000
| New | +$196K |
|
193
Ambev
ABEV
$46.4B
| $197K | 0.01% |
+30,748
| New | +$197K |
|
|
B
194
Barrick Mining
B
$73.2B
| $195K | 0.01% |
+13,500
| New | +$199K |
|
195
iShares Gold Trust
IAU
$64.4B
| $189K | 0.01% |
+7,550
| New | +$185K |
|
196
Pluri
PLUR
$19.6M
| $138K | 0.01% |
+1,250
| New | +$156K |
|
|
TEF
197
DELISTED
Telefonica
TEF
| $97K | 0.01% |
+12,376
| New | +$102K |
|
198
Ericsson
ERIC
$33.3B
| $93K | 0.01% |
+14,236
| New | +$88.7K |
|
199
Protalix BioTherapeutics
PLX
$198M
| $85K | 0.01% |
+12,706
| New | +$85.7K |
|
|
ODP
200
DELISTED
ODP
ODP
| $69K | ﹤0.01% |
+1,945
| New | +$67.4K |
|
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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.