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
$5.67B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$52.1M
3
+$43.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$37M
5
COST icon
Costco
COST
+$32.1M

Top Sells

1
+$35.8M
2
+$35.5M
3
+$31.4M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$29.7M
5
NTR icon
Nutrien
NTR
+$26.1M

Sector Composition

1 Technology 16.69%
2 Financials 7.02%
3 Industrials 3.98%
4 Communication Services 3.35%
5 Healthcare 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$399M 7.03%
1,468,376
+6,853
2
$301M 5.3%
827,780
+101,761
3
$272M 4.8%
814,474
-53,492
4
$256M 4.52%
2,089,436
-241,962
5
$178M 3.13%
5,803,055
-1,161,432
6
$153M 2.69%
6,831,366
+1,380,798
7
$147M 2.59%
619,917
-72,092
8
$107M 1.89%
1,476,503
-79,633
9
$96.7M 1.7%
798,598
+14,733
10
$90.1M 1.59%
11,070,362
-1,592,074
11
$85.9M 1.51%
668,531
-11,129
12
$84.7M 1.49%
795,825
-79,760
13
$84.6M 1.49%
594,485
-67,158
14
$83.5M 1.47%
1,611,700
+835,000
15
$77.7M 1.37%
939,852
+6,384
16
$66.5M 1.17%
182,680
+3,741
17
$65.2M 1.15%
568,150
-15,740
18
$64.5M 1.14%
769,235
-5,931
19
$64.1M 1.13%
223,482
+23,735
20
$63M 1.11%
647,210
+123,110
21
$62.8M 1.11%
730,954
+686,790
22
$62M 1.09%
5,073,070
-919,740
23
$61.2M 1.08%
260,117
+10,439
24
$59.9M 1.06%
435,155
+85,245
25
$57.3M 1.01%
384,653
-27,535
1
2 3 4 5