MIH

Meitav Investment House Portfolio holdings

AUM $7.57B
1-Year Est. Return 32.22%
This Quarter Est. Return
1 Year Est. Return
+32.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.62B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$57.1M
3
+$53.8M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.7M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$50.4M

Top Sells

1
+$176M
2
+$49.3M
3
+$45M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$41.5M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$39.7M

Sector Composition

1 Technology 17.24%
2 Financials 5.63%
3 Communication Services 5.04%
4 Consumer Discretionary 4.85%
5 Utilities 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$277K ﹤0.01%
10,876
202
$277K ﹤0.01%
9,324
+1,122
203
$276K ﹤0.01%
5,503
-95
204
$270K ﹤0.01%
161
-27
205
$258K ﹤0.01%
5,093
206
$256K ﹤0.01%
7,350
207
$250K ﹤0.01%
13,010
-1,131
208
$241K ﹤0.01%
+2,200
209
$238K ﹤0.01%
3,170
210
$222K ﹤0.01%
10,561
211
$215K ﹤0.01%
6,420
212
$214K ﹤0.01%
16,900
213
$213K ﹤0.01%
62,000
+1,000
214
$213K ﹤0.01%
8,893
215
$205K ﹤0.01%
12,261
216
$168K ﹤0.01%
21,800
-3,200
217
$160K ﹤0.01%
3,522
218
$144K ﹤0.01%
22,293
219
$127K ﹤0.01%
134,831
220
$98.2K ﹤0.01%
11,708
221
$44.8K ﹤0.01%
40,000
-10,000
222
– –
-4,240
223
– –
-12,618
224
– –
-3,673
225
– –
-2,810
6 7 8
9
10