MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Return 25.94%
This Quarter Return
+9.96%
1 Year Return
+25.94%
3 Year Return
+87.89%
5 Year Return
+157.59%
10 Year Return
AUM
$5.1B
AUM Growth
-$1.7B
Cap. Flow
-$2.13B
Cap. Flow %
-41.71%
Top 10 Hldgs %
40.99%
Holding
358
New
22
Increased
65
Reduced
86
Closed
128

Sector Composition

1 Technology 13.49%
2 Financials 7.86%
3 Consumer Discretionary 4.84%
4 Communication Services 4.58%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MTUM icon
201
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
$310K 0.01%
1,652
FCNCA icon
202
First Citizens BancShares
FCNCA
$25.1B
$307K 0.01%
188
-1
-0.5% -$1.64K
MNST icon
203
Monster Beverage
MNST
$61.6B
$302K 0.01%
5,093
RF icon
204
Regions Financial
RF
$24.1B
$298K 0.01%
14,141
-653
-4% -$13.7K
NEAR icon
205
iShares Short Maturity Bond ETF
NEAR
$3.55B
$281K 0.01%
5,598
TBLA icon
206
Taboola.com
TBLA
$1,000M
$271K 0.01%
61,000
+5,000
+9% +$22.2K
NIO icon
207
NIO
NIO
$12.8B
$270K 0.01%
+60,086
New +$270K
BKLN icon
208
Invesco Senior Loan ETF
BKLN
$6.88B
$267K 0.01%
12,618
-747
-6% -$15.8K
SHYG icon
209
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
$249K ﹤0.01%
5,858
PUI icon
210
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54.6M
$247K ﹤0.01%
7,350
DFJ icon
211
WisdomTree Japan SmallCap Dividend Fund
DFJ
$330M
$245K ﹤0.01%
3,170
SPSB icon
212
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.12B
$244K ﹤0.01%
8,202
+934
+13% +$27.8K
DRS icon
213
Leonardo DRS
DRS
$10.9B
$240K ﹤0.01%
10,876
VCIT icon
214
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$55B
$231K ﹤0.01%
+2,875
New +$231K
SMWB icon
215
Similarweb
SMWB
$831M
$225K ﹤0.01%
25,000
EWBC icon
216
East-West Bancorp
EWBC
$14.9B
$222K ﹤0.01%
2,810
-83
-3% -$6.57K
BSCO
217
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
$221K ﹤0.01%
10,561
BHF icon
218
Brighthouse Financial
BHF
$2.79B
$219K ﹤0.01%
4,240
APD icon
219
Air Products & Chemicals
APD
$63.7B
$218K ﹤0.01%
900
-315
-26% -$76.3K
CHIQ icon
220
Global X MSCI China Consumer Discretionary ETF
CHIQ
$243M
$209K ﹤0.01%
12,261
CQQQ icon
221
Invesco China Technology ETF
CQQQ
$1.43B
$206K ﹤0.01%
6,420
-1,200
-16% -$38.5K
CRWD icon
222
CrowdStrike
CRWD
$106B
$205K ﹤0.01%
+640
New +$205K
FEM icon
223
First Trust Emerging Markets AlphaDEX Fund
FEM
$463M
$203K ﹤0.01%
+8,893
New +$203K
INVZ icon
224
Innoviz Technologies
INVZ
$345M
$182K ﹤0.01%
134,831
+47,000
+54% +$63.5K
GMRE
225
Global Medical REIT
GMRE
$510M
$154K ﹤0.01%
17,609