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
$3.57M
AUM Growth
-$2.55B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
516
New
Increased
Reduced
Closed

Top Buys

1
+$319K
2
+$222K
3
+$62.8K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$61.9K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$53.7K

Top Sells

1
+$22.4M
2
+$20.7M
3
+$18.5M
4
RF icon
Regions Financial
RF
+$18M
5
VEEV icon
Veeva Systems
VEEV
+$14M

Sector Composition

1 Technology 16.68%
2 Financials 7.62%
3 Consumer Discretionary 6.64%
4 Industrials 6.21%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$319K 8.94%
+125,627
2
$222K 6.22%
+231,141
3
$86.3K 2.41%
2,533,185
+703,037
4
$77K 2.16%
326,712
+35,115
5
$75.7K 2.12%
190,758
+156,008
6
$70.3K 1.97%
220,048
+44,935
7
$68.4K 1.92%
483,155
+443,147
8
$67.2K 1.88%
234,108
+33,253
9
$62.2K 1.74%
789,635
+257,965
10
$62.1K 1.74%
407,544
+1,638
11
$60.5K 1.69%
656,081
+257,400
12
$59.5K 1.66%
412,543
+112,864
13
$53.7K 1.5%
+440,808
14
$48.1K 1.35%
1,241,811
-202,872
15
$46.1K 1.29%
346,886
+80,183
16
$42.2K 1.18%
345,799
+229
17
$41.1K 1.15%
928,962
+144,824
18
$40K 1.12%
384,484
+90,090
19
$39.8K 1.11%
775,375
+8,572
20
$39.3K 1.1%
801,965
+790,932
21
$39.3K 1.1%
437,338
-209,373
22
$38.5K 1.08%
108,019
+13,206
23
$38.4K 1.08%
2,882,120
+12,560
24
$38.1K 1.07%
386,152
-214,600
25
$37.9K 1.06%
155,988
+613
1
2 3 4 5