We are live on ! Find out more
MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
-2.5%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.43B
AUM Growth
-$503M
Cap. Flow
-$251M
Cap. Flow %
-4.62%
Top 10 Hldgs %
40.44%
Holding
249
New
28
Increased
62
Reduced
80
Closed
33

Top Buys

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$58M
2
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$56.6M
3
ICL icon
ICL Group
ICL
+$50.2M
4
ETN icon
Eaton
ETN
+$37.5M
5
SLV icon
iShares Silver Trust
SLV
+$32M

Top Sells

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$66.2M
2
SMH icon
VanEck Semiconductor ETF
SMH
+$59.3M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$48.8M
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$48.7M
5
COST icon
Costco
COST
+$48.1M

Sector Composition

Rank Sector Weight
1 Technology 14.7%
2 Industrials 6.01%
3 Financials 5.45%
4 Communication Services 3.88%
5 Materials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FIW icon
226
First Trust Water ETF
FIW
$1.92B
– –
-3,800
Closed -$388K
FXZ icon
227
First Trust Materials AlphaDEX Fund
FXZ
$391M
– –
-8,702
Closed -$494K
GRMN
228
Garmin
GRMN
$59.9B
– –
-3,149
Closed -$653K
IBDR icon
229
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.38B
– –
-33,060
Closed -$795K
IDEV icon
230
iShares Core MSCI International Developed Markets ETF
IDEV
$32.6B
– –
-11,519
Closed -$743K
KTOS icon
231
Kratos Defense & Security Solutions
KTOS
$11.9B
– –
-14,704
Closed -$390K
LONZ icon
232
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$597M
– –
-488,000
Closed -$24.9M
MINT icon
233
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-4,576
Closed -$458K
MRK icon
234
Merck
MRK
$330B
– –
-397,392
Closed -$39.5M
NEAR icon
235
iShares Short Maturity Bond ETF
NEAR
$4.88B
– –
-5,103
Closed -$257K
NET icon
236
Cloudflare
NET
$111B
– –
-9,740
Closed -$1.06M
NOW icon
237
ServiceNow
NOW
$129B
– –
-1,500
Closed -$318K
NTR icon
238
Nutrien
NTR
$31.6B
– –
-635,900
Closed -$28.7M
PATH icon
239
UiPath
PATH
$7.85B
– –
-16,900
Closed -$215K
PYPL icon
240
PayPal
PYPL
$50.2B
– –
-2,706
Closed -$231K
QQQE icon
241
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.43B
– –
-3,600
Closed -$323K
RDWR icon
242
Radware
RDWR
$1.22B
– –
-15,041
Closed -$342K
RSPT icon
243
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.96B
– –
-1,303,367
Closed -$48.7M
SDVY icon
244
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
-36,298
Closed -$1.3M
SOXQ icon
245
Invesco PHLX Semiconductor ETF
SOXQ
$2.95B
– –
-9,200
Closed -$361K
VST icon
246
Vistra
VST
$49.1B
– –
-1,900
Closed -$262K
WCLD
247
WisdomTree Cloud Computing Fund
WCLD
$301M
– –
-27,213
Closed -$1.02M
WRB icon
248
W.R. Berkley
WRB
$25.9B
– –
-7,425
Closed -$435K
CPAY icon
249
Corpay
CPAY
$26.9B
– –
-1,248
Closed -$422K
6 7 8 9
10

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Meitav Investment House's Q1 2025 Portfolio in Review

As of Q1 2025, Meitav Investment House held 249 positions worth $5.43B, down 8.5% from $5.93B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Meitav Investment House withdrew a net $251M in Q1 2025, closing 33 positions and reducing 80 holdings. Its most notable exit was Invesco S&P 500 Equal Weight Technology ETF, an estimated $48.7M position sold in full.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 15% a quarter earlier, followed by Industrials and Financials.

Against the trend, Meitav Investment House opened a new position in CRH worth $17.6M.

  • Meitav Investment House's largest Q1 2025 buy was CRH: 200,000 shares worth $17.6M.
  • Meitav Investment House added most to Oracle in Q1 2025, an estimated $58M increase.
  • Meitav Investment House's biggest Q1 2025 reduction was State Street Communication Services Select Sector SPDR ETF, cutting an estimated $66.2M.
  • Meitav Investment House fully exited Invesco S&P 500 Equal Weight Technology ETF in Q1 2025, selling an estimated $48.7M.
  • Meitav Investment House's ten largest holdings make up 40% of its $5.43B portfolio in Q1 2025.
  • Meitav Investment House opened 28 new positions and closed 33 in Q1 2025.
  • Meitav Investment House's portfolio value fell 8.5% quarter-over-quarter to $5.43B.

Based on Meitav Investment House's 13F filing for Q1 2025, filed 12 May 2025.