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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 %
150.64%
Top 10 Hldgs %
32.11%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$743M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$57.9M
4
IYG icon
iShares US Financial Services ETF
IYG
+$57.5M
5
IVV icon
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
EVGN icon
201
Evogene
EVGN
$7.26M
$61K ﹤0.01%
+1,987
New +$78K
5 6 7 8
9

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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.