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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+7.74%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
10 Year Est. Return
–
AUM
$1.71B
AUM Growth
–
Cap. Flow
+$2.58B
Cap. Flow %
150.64%
Top 10 Hldgs %
32.11%
Holding
201
New
201
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$743M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$282M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$57.9M
4
IYG icon
iShares US Financial Services ETF
IYG
+$57.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$55.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 16.23%
2 Healthcare 7.25%
3 Materials 4.97%
4 Financials 3.54%
5 Real Estate 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
1
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$63.2M 3.69%
+16,067,245
New +$743M
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$61.2M 3.57%
+6,315,080
New +$282M
XLE icon
3
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$60.8M 3.55%
+1,682,084
New +$57.9M
IYG icon
4
iShares US Financial Services ETF
IYG
$2.17B
$60M 3.51%
+1,379,988
New +$57.5M
IVV icon
5
iShares Core S&P 500 ETF
IVV
$872B
$56.8M 3.32%
+211,620
New +$55.4M
GZT
6
DELISTED
Gazit-globe Ltd
GZT
$54.9M 3.21%
+5,124,470
New +$50.6M
IBB icon
7
iShares Biotechnology ETF
IBB
$9.51B
$54.5M 3.18%
+510,141
New +$54.5M
MLNX
8
DELISTED
Mellanox Technologies, Ltd.
MLNX
$53.3M 3.11%
+824,222
New +$43.6M
IGV icon
9
iShares Expanded Tech-Software Sector ETF
IGV
$12.3B
$47.6M 2.78%
+1,539,380
New +$47.4M
KRE icon
10
State Street SPDR S&P Regional Banking ETF
KRE
$4.53B
$37.4M 2.19%
+636,096
New +$36.5M
INDA icon
11
iShares MSCI India ETF
INDA
$6.84B
$36.6M 2.14%
+1,013,330
New +$35.2M
XLI icon
12
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$35.1M 2.05%
+463,531
New +$33.7M
VTRS icon
13
Viatris
VTRS
$20.8B
$31.9M 1.87%
+755,004
New +$28.9M
XRT icon
14
State Street SPDR S&P Retail ETF
XRT
$456M
$31.7M 1.85%
+702,010
New +$29.5M
FPX icon
15
First Trust US Equity Opportunities ETF
FPX
$1.47B
$31.7M 1.85%
+288,627
New +$19.2M
IYT icon
16
iShares US Transportation ETF
IYT
$2.32B
$30.6M 1.79%
+638,084
New +$28.8M
ORBK
17
DELISTED
Orbotech Ltd
ORBK
$26.1M 1.52%
+519,300
New +$25.3M
BOTZ icon
18
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.16B
$24.4M 1.43%
+1,030,400
New +$24.2M
GOOGL icon
19
Alphabet (Google) Class A
GOOGL
$4.09T
$24.3M 1.42%
+461,500
New +$23.8M
ICL icon
20
ICL Group
ICL
$6.78B
$24.3M 1.42%
+6,030,775
New +$25M
TSEM icon
21
Tower Semiconductor
TSEM
$23.2B
$24.2M 1.41%
+709,288
New +$23.5M
VOO icon
22
Vanguard S&P 500 ETF
VOO
$971B
$24M 1.4%
+97,949
New +$23.4M
PRGO icon
23
Perrigo
PRGO
$1.41B
$23.9M 1.4%
+274,224
New +$23.6M
KWEB icon
24
KraneShares CSI China Internet ETF
KWEB
$5.4B
$23.5M 1.37%
+401,058
New +$23.3M
JETS icon
25
US Global Jets ETF
JETS
$788M
$23.1M 1.35%
+709,270
New +$21.9M
1
2 3 4 5

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Meitav Investment House's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Meitav Investment House, which disclosed 201 positions worth $1.71B. Its ten largest holdings account for 32% of the portfolio.

Its largest position is iShares MSCI Emerging Markets ETF: 16,067,245 shares worth $63.2M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, followed by Healthcare and Materials.

  • Meitav Investment House's largest Q4 2017 buy was iShares MSCI Emerging Markets ETF: 16,067,245 shares worth $63.2M.
  • Meitav Investment House's ten largest holdings make up 32% of its $1.71B portfolio in Q4 2017.
  • Meitav Investment House disclosed 201 positions in Q4 2017, its first 13F filing on record.

Based on Meitav Investment House's 13F filing for Q4 2017, filed 15 Feb 2018.