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
+11.9%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.57B
AUM Growth
+$149M
Cap. Flow
+$34.1M
Cap. Flow %
0.45%
Top 10 Hldgs %
42.22%
Holding
247
New
30
Increased
85
Reduced
79
Closed
11

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$76.1M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$52.7M
3
KBWB icon
Invesco KBW Bank ETF
KBWB
+$43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$42.2M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$32M

Top Sells

Rank Stock Value
1
MCHI icon
iShares MSCI China ETF
MCHI
+$105M
2
NVMI
Nova
NVMI
+$54.9M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$43.1M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$39.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.4M

Sector Composition

Rank Sector Weight
1 Technology 17.77%
2 Industrials 5.61%
3 Financials 4.79%
4 Communication Services 3.93%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MNDY icon
226
monday.com
MNDY
$3.59B
$257K ﹤0.01%
+1,275
New +$294K
VRIG icon
227
Invesco Variable Rate Investment Grade ETF
VRIG
$1.85B
$256K ﹤0.01%
10,232
-230
-2% -$5.77K
SLQD icon
228
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$256K ﹤0.01%
5,055
– –
FEM icon
229
First Trust Emerging Markets AlphaDEX Fund
FEM
$793M
$241K ﹤0.01%
8,893
– –
XOM icon
230
ExxonMobil
XOM
$657B
$228K ﹤0.01%
2,023
– –
EXPE icon
231
Expedia Group
EXPE
$39.1B
$217K ﹤0.01%
+1,014
New +$204K
ODYS
232
Odysight.ai Inc
ODYS
$71M
$141K ﹤0.01%
31,296
– –
CSTE icon
233
Caesarstone
CSTE
$103M
$114K ﹤0.01%
73,638
– –
SMWB icon
234
Similarweb
SMWB
$792M
$93K ﹤0.01%
10,000
– –
NRSN icon
235
NeuroSense Therapeutics
NRSN
$17.7M
$50K ﹤0.01%
40,000
– –
ARKK icon
236
ARK Innovation ETF
ARKK
$6.44B
– –
-2,940
Closed -$206K
CLIP icon
237
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
– –
-3,826
Closed -$384K
XRN
238
Chiron Real Estate Inc
XRN
$486M
– –
-3,522
Closed -$122K
IBKR icon
239
Interactive Brokers
IBKR
$41.7B
– –
-4,800
Closed -$266K
JD icon
240
JD.com
JD
$42.5B
– –
-9,116
Closed -$298K
PYPL icon
241
PayPal
PYPL
$50.3B
– –
-2,706
Closed -$201K
QCLN icon
242
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$634M
– –
-17,528
Closed -$573K
SPLV icon
243
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
– –
-4,477
Closed -$323K
SPNS
244
DELISTED
Sapiens International
SPNS
– –
-10,434
Closed -$305K
SSYS icon
245
Stratasys
SSYS
$771M
– –
-11,500
Closed -$132K
VRNT
246
DELISTED
Verint Systems
VRNT
– –
-15,889
Closed -$313K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Meitav Investment House held 247 positions worth $7.57B, up 2% from $7.42B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Meitav Investment House's Q3 2025 filing shows 30 new, 85 increased, 79 reduced and 11 closed positions. Its largest new stake was Arista Networks: 100,000 shares worth $14.5M. The largest sale was iShares MSCI China ETF, an estimated $105M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Industrials and Financials.

  • Meitav Investment House's largest Q3 2025 buy was Arista Networks: 100,000 shares worth $14.5M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q3 2025, an estimated $76.1M increase.
  • Meitav Investment House's biggest Q3 2025 reduction was iShares MSCI China ETF, cutting an estimated $105M.
  • Meitav Investment House fully exited First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025, selling an estimated $573K.
  • Meitav Investment House's ten largest holdings make up 42% of its $7.57B portfolio in Q3 2025.
  • Meitav Investment House opened 30 new positions and closed 11 in Q3 2025.
  • Meitav Investment House's portfolio value rose 2% quarter-over-quarter to $7.57B.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.