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
$7.42B
AUM Growth
+$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$441M
2
+$175M
3
+$52.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$45.8M
5
ESLT icon
Elbit Systems
ESLT
+$36.6M

Top Sells

1
+$123M
2
+$79.5M
3
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$34.9M
5
UBER icon
Uber
UBER
+$30.7M

Sector Composition

1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFJ icon
201
WisdomTree Japan SmallCap Dividend Fund
DFJ
$324M
$272K ﹤0.01%
3,170
IBKR icon
202
Interactive Brokers
IBKR
$28.6B
$266K ﹤0.01%
+4,800
GEV icon
203
GE Vernova
GEV
$179B
$265K ﹤0.01%
+500
VRIG icon
204
Invesco Variable Rate Investment Grade ETF
VRIG
$1.37B
$261K ﹤0.01%
10,462
-5,623
SLQD icon
205
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$255K ﹤0.01%
5,055
-7,447
IDHQ icon
206
Invesco S&P International Developed Quality ETF
IDHQ
$546M
$242K ﹤0.01%
7,364
-275
FEM icon
207
First Trust Emerging Markets AlphaDEX Fund
FEM
$474M
$218K ﹤0.01%
8,893
XOM icon
208
Exxon Mobil
XOM
$492B
$218K ﹤0.01%
2,023
-210,000
INVZ icon
209
Innoviz Technologies
INVZ
$246M
$218K ﹤0.01%
138,352
ARKK icon
210
ARK Innovation ETF
ARKK
$7.76B
$206K ﹤0.01%
+2,940
PYPL icon
211
PayPal
PYPL
$56B
$201K ﹤0.01%
+2,706
ODYS
212
Odysight.ai Inc
ODYS
$55M
$160K ﹤0.01%
31,296
CSTE icon
213
Caesarstone
CSTE
$61.9M
$141K ﹤0.01%
73,638
SSYS icon
214
Stratasys
SSYS
$765M
$132K ﹤0.01%
11,500
GMRE
215
Global Medical REIT
GMRE
$458M
$122K ﹤0.01%
3,522
SMWB icon
216
Similarweb
SMWB
$602M
$78.4K ﹤0.01%
10,000
-9,075
NRSN icon
217
NeuroSense Therapeutics
NRSN
$24.1M
$75.6K ﹤0.01%
40,000
BIDU icon
218
Baidu
BIDU
$42.6B
– –
-2,281
CRH icon
219
CRH
CRH
$83.3B
– –
-200,000
FCX icon
220
Freeport-McMoran
FCX
$70.6B
– –
-400,000
FDX icon
221
FedEx
FDX
$67.9B
– –
-2,209
HALO icon
222
Halozyme
HALO
$7.92B
– –
-33,423
IBDQ
223
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
– –
-20,875
JAAA icon
224
Janus Henderson AAA CLO ETF
JAAA
$24.9B
– –
-790,000
LMND icon
225
Lemonade
LMND
$6.17B
– –
-7,207
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