MEITAV INVESTMENT HOUSE LTD

Q1 2023 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
3/31/2023
Date filed
5/11/2023
Form type
13F-HR
Num holdings
355
Total value ($000)
$5,791,759
Net value change ($000)
-32,234 (-0.6%)
New positions
26
Sold out positions
27
Turnover %
10.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/6/2023 Next filing: 7/24/2023 SEC filing

Snapshot: Change Analysis

Compared to Q4 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XLC 108,979 783.8%
VOO 107,940 49.7%
ENLT 100,786 NEW
MCHI 62,162 136.9%
ITB 44,416 1152.2%
IHI 44,367 57.8%
QQQM 41,027 70.3%
SMH 40,622 98.8%
V 35,198 66.2%
NKE 32,525 132.2%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -297,215 -100.0%
SCHD -183,210 -98.4%
XLV -98,829 -34.8%
RSP -78,490 -70.5%
IHF -53,362 -61.6%
ICLN -39,190 -97.0%
RF -35,044 -100.0%
NEE -34,652 -66.5%
HYG -28,527 -53.2%
JPM -28,277 -73.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type