MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+12.33%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$6.81B
AUM Growth
+$632M
Cap. Flow
-$26.6M
Cap. Flow %
-0.39%
Top 10 Hldgs %
34.23%
Holding
359
New
25
Increased
81
Reduced
156
Closed
23

Sector Composition

1 Technology 11.51%
2 Financials 7.07%
3 Communication Services 4.38%
4 Industrials 3.97%
5 Consumer Discretionary 3.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
QLTA icon
201
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.68B
$981K 0.01%
20,411
-5,502
-21% -$264K
EPP icon
202
iShares MSCI Pacific ex Japan ETF
EPP
$1.84B
$978K 0.01%
22,526
C icon
203
Citigroup
C
$179B
$971K 0.01%
18,856
-5,083
-21% -$262K
EIX icon
204
Edison International
EIX
$21.1B
$964K 0.01%
13,200
MCD icon
205
McDonald's
MCD
$223B
$963K 0.01%
3,250
NOBL icon
206
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
$950K 0.01%
10,016
-58,652
-85% -$5.56M
IBDR icon
207
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.34B
$942K 0.01%
39,459
-8,263
-17% -$197K
ARKO icon
208
ARKO Corp
ARKO
$564M
$911K 0.01%
110,460
-16,565
-13% -$137K
KIE icon
209
SPDR S&P Insurance ETF
KIE
$822M
$899K 0.01%
19,881
ABNB icon
210
Airbnb
ABNB
$75.8B
$895K 0.01%
6,558
-1,442
-18% -$197K
MOAT icon
211
VanEck Morningstar Wide Moat ETF
MOAT
$12.7B
$884K 0.01%
10,441
-5,822
-36% -$493K
CIBR icon
212
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
$882K 0.01%
16,386
SGOV icon
213
iShares 0-3 Month Treasury Bond ETF
SGOV
$56.8B
$881K 0.01%
8,785
+1,484
+20% +$149K
USB icon
214
US Bancorp
USB
$76.8B
$879K 0.01%
20,142
-2,133
-10% -$93.1K
MAS icon
215
Masco
MAS
$15.4B
$877K 0.01%
13,100
IGSB icon
216
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$873K 0.01%
17,034
SNY icon
217
Sanofi
SNY
$116B
$870K 0.01%
17,500
-86,857
-83% -$4.32M
OXY icon
218
Occidental Petroleum
OXY
$44.4B
$827K 0.01%
13,799
-11,646
-46% -$698K
IGIB icon
219
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.3B
$802K 0.01%
15,422
-437
-3% -$22.7K
PNC icon
220
PNC Financial Services
PNC
$78.9B
$790K 0.01%
5,074
+430
+9% +$66.9K
USMV icon
221
iShares MSCI USA Min Vol Factor ETF
USMV
$23.6B
$772K 0.01%
9,888
-140
-1% -$10.9K
INTC icon
222
Intel
INTC
$114B
$769K 0.01%
15,285
IEI icon
223
iShares 3-7 Year Treasury Bond ETF
IEI
$16.9B
$758K 0.01%
6,477
+613
+10% +$71.7K
UPS icon
224
United Parcel Service
UPS
$71.5B
$747K 0.01%
4,750
DLTR icon
225
Dollar Tree
DLTR
$19.6B
$739K 0.01%
5,200