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
EFIV icon
176
SPDR S&P 500 ESG ETF
EFIV
$1.16B
$453K 0.01%
+8,500
New +$453K
VTRS icon
177
Viatris
VTRS
$11.6B
$450K 0.01%
51,615
GOVT icon
178
iShares US Treasury Bond ETF
GOVT
$28.2B
$429K 0.01%
+18,659
New +$429K
FINX icon
179
Global X FinTech ETF
FINX
$300M
$421K 0.01%
15,258
KEN icon
180
Kenon Holdings
KEN
$2.43B
$417K 0.01%
13,234
-5,722
-30% -$180K
RRC icon
181
Range Resources
RRC
$8.41B
$409K 0.01%
10,249
VRIG icon
182
Invesco Variable Rate Investment Grade ETF
VRIG
$1.28B
$402K 0.01%
16,085
-30,433
-65% -$761K
URGN icon
183
UroGen Pharma
URGN
$869M
$400K 0.01%
36,138
DGRW icon
184
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$389K 0.01%
4,884
+166
+4% +$13.2K
JD icon
185
JD.com
JD
$47.7B
$375K 0.01%
9,116
DRS icon
186
Leonardo DRS
DRS
$11.2B
$358K 0.01%
10,876
-2,064
-16% -$67.9K
KBE icon
187
SPDR S&P Bank ETF
KBE
$1.56B
$357K 0.01%
6,748
CCJ icon
188
Cameco
CCJ
$34B
$356K 0.01%
8,657
EWBC icon
189
East-West Bancorp
EWBC
$15.1B
$344K 0.01%
3,837
+700
+22% +$62.8K
GM icon
190
General Motors
GM
$55.7B
$338K 0.01%
7,185
ICE icon
191
Intercontinental Exchange
ICE
$99.6B
$337K 0.01%
1,952
-457
-19% -$78.8K
ABT icon
192
Abbott
ABT
$233B
$332K 0.01%
2,500
SPLV icon
193
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
$317K 0.01%
+4,277
New +$317K
BSCS icon
194
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.77B
$314K 0.01%
15,428
+3,622
+31% +$73.7K
COIN icon
195
Coinbase
COIN
$83B
$310K 0.01%
1,800
+600
+50% +$103K
VRNT icon
196
Verint Systems
VRNT
$1.23B
$284K 0.01%
15,889
+1,700
+12% +$30.3K
SPNS icon
197
Sapiens International
SPNS
$2.4B
$283K 0.01%
10,434
PICK icon
198
iShares MSCI Global Metals & Mining Producers ETF
PICK
$841M
$276K 0.01%
7,692
DFJ icon
199
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
$251K ﹤0.01%
3,170
SPSB icon
200
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
$247K ﹤0.01%
8,212
-1,109
-12% -$33.4K