MIH

Meitav Investment House Portfolio holdings

AUM $7.42B
1-Year Est. Return 25.94%
This Quarter Est. Return
1 Year Est. Return
+25.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$435M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$50.1M
2
+$24.8M
3
+$22.5M
4
KKR icon
KKR & Co
KKR
+$20.7M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$18M

Top Sells

1
+$31.5M
2
+$26.4M
3
+$23.9M
4
PYPL icon
PayPal
PYPL
+$23.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.3M

Sector Composition

1 Technology 29.3%
2 Healthcare 12.72%
3 Materials 5.4%
4 Communication Services 4.51%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79M 4.89%
858,100
+915
2
$75.5M 4.67%
3,174,033
+945,887
3
$73M 4.51%
2,078,604
+452,492
4
$66.6M 4.12%
2,474,802
+336,802
5
$50.8M 3.14%
201,688
+199,038
6
$45.7M 2.83%
10,044,025
-1,360,841
7
$42.8M 2.65%
577,325
+334,325
8
$42M 2.6%
827,025
+353,987
9
$39.3M 2.43%
1,030,242
-825,675
10
$33.1M 2.05%
589,816
+48,778
11
$29.4M 1.82%
846,915
-297,200
12
$28.3M 1.75%
282,778
-54,808
13
$28.3M 1.75%
917,999
+507
14
$27.3M 1.69%
477,404
-73,978
15
$26.2M 1.62%
604,742
-15,078
16
$25.6M 1.58%
258,080
-51,467
17
$25.1M 1.55%
899,220
-179,980
18
$23.1M 1.43%
944,190
+172,590
19
$23.1M 1.43%
799,993
+191,751
20
$21.8M 1.35%
260,481
+111,055
21
$21M 1.3%
1,244
-36
22
$20.7M 1.28%
+1,053,701
23
$20.5M 1.27%
373,194
-109,085
24
$20M 1.24%
310,891
-70
25
$19.7M 1.22%
263,100
-70,120
1
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