MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
-5.25%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.67B
AUM Growth
-$183M
Cap. Flow
+$109M
Cap. Flow %
1.93%
Top 10 Hldgs %
35.24%
Holding
374
New
39
Increased
98
Reduced
109
Closed
13
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ELV icon
201
Elevance Health
ELV
$71B
$1.61M 0.03%
3,520
PTH icon
202
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$98.1M
$1.61M 0.03%
39,891
-135
-0.3% -$5.45K
SHY icon
203
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
$1.53M 0.03%
+18,861
New +$1.53M
MCO icon
204
Moody's
MCO
$91.1B
$1.52M 0.03%
6,105
EPP icon
205
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
$1.51M 0.03%
39,574
ATER icon
206
Aterian
ATER
$9.49M
$1.47M 0.03%
61,939
ROBO icon
207
ROBO Global Robotics & Automation Index ETF
ROBO
$1.12B
$1.43M 0.03%
34,265
DAL icon
208
Delta Air Lines
DAL
$39.6B
$1.43M 0.03%
48,551
-12,999
-21% -$382K
QLTA icon
209
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.68B
$1.37M 0.02%
+30,201
New +$1.37M
VTRS icon
210
Viatris
VTRS
$12.2B
$1.36M 0.02%
158,268
XAR icon
211
SPDR S&P Aerospace & Defense ETF
XAR
$3.94B
$1.36M 0.02%
14,704
-315
-2% -$29.2K
PEP icon
212
PepsiCo
PEP
$196B
$1.35M 0.02%
8,182
JNJ icon
213
Johnson & Johnson
JNJ
$426B
$1.34M 0.02%
8,094
+33
+0.4% +$5.45K
RSPM icon
214
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$162M
$1.33M 0.02%
46,460
-8,860
-16% -$253K
XLP icon
215
Consumers Staples Select Sector SPDR Fund
XLP
$16.1B
$1.3M 0.02%
19,397
-6
-0% -$402
KMB icon
216
Kimberly-Clark
KMB
$43.5B
$1.3M 0.02%
11,190
VT icon
217
Vanguard Total World Stock ETF
VT
$52.2B
$1.28M 0.02%
16,115
ARKO icon
218
ARKO Corp
ARKO
$564M
$1.28M 0.02%
136,118
-1,206
-0.9% -$11.4K
BXP icon
219
Boston Properties
BXP
$11.5B
$1.27M 0.02%
16,790
+8,190
+95% +$620K
MDT icon
220
Medtronic
MDT
$121B
$1.27M 0.02%
15,493
+913
+6% +$75K
CI icon
221
Cigna
CI
$80.6B
$1.27M 0.02%
4,508
EZU icon
222
iShare MSCI Eurozone ETF
EZU
$7.92B
$1.22M 0.02%
38,104
-2,033
-5% -$65.2K
GM icon
223
General Motors
GM
$55.2B
$1.17M 0.02%
35,625
+197
+0.6% +$6.46K
PG icon
224
Procter & Gamble
PG
$373B
$1.17M 0.02%
8,958
+54
+0.6% +$7.03K
TEAD
225
Teads Holding Co. Common Stock
TEAD
$154M
$1.16M 0.02%
+320,718
New +$1.16M