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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
PLD icon
26
Prologis
PLD
$133B
$68.6M 1.26%
613,999
-43,532
-7% -$5.04M
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.19T
$63.2M 1.16%
404,360
+87,967
+28% +$16.1M
AVGO icon
28
Broadcom
AVGO
$1.98T
$61.3M 1.13%
366,345
+55,028
+18% +$11.6M
KKR icon
29
KKR & Co
KKR
$99.6B
$57.8M 1.07%
499,940
+99,299
+25% +$13.7M
ADBE icon
30
Adobe
ADBE
$105B
$56.5M 1.04%
147,278
-1,065
-0.7% -$457K
CAMT icon
31
Camtek
CAMT
$7.67B
$55M 1.01%
940,623
+122,500
+15% +$9.86M
ETN icon
32
Eaton
ETN
$178B
$52.9M 0.97%
194,550
+120,550
+163% +$37.5M
UBER icon
33
Uber
UBER
$160B
$52.1M 0.96%
714,839
+275,689
+63% +$19.9M
ORCL icon
34
Oracle
ORCL
$419B
$50.1M 0.92%
358,744
+356,339
+14,817% +$58M
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$122B
$43.6M 0.8%
422,510
-16,862
-4% -$1.91M
RSPN icon
36
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$43.3M 0.8%
884,431
-11,226
-1% -$570K
MA icon
37
Mastercard
MA
$492B
$41.9M 0.77%
76,541
-687
-0.9% -$374K
JAAA icon
38
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$40M 0.74%
790,000
– –
PWR icon
39
Quanta Services
PWR
$101B
$38.1M 0.7%
150,000
+58,000
+63% +$16.8M
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.11T
$37.7M 0.69%
70,803
+908
+1% +$441K
XSOE icon
41
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$36.5M 0.67%
1,181,001
– –
CRM icon
42
Salesforce
CRM
$162B
$34.4M 0.63%
133,397
+3,465
+3% +$1.08M
KCE icon
43
State Street SPDR S&P Capital Markets ETF
KCE
$471M
$33.1M 0.61%
262,287
-1,284
-0.5% -$176K
PPA icon
44
Invesco Aerospace & Defense ETF
PPA
$8.72B
$31.5M 0.58%
269,846
-17,037
-6% -$2M
NKE icon
45
Nike
NKE
$61.3B
$29.8M 0.55%
470,038
-125,022
-21% -$9.2M
LNG icon
46
Cheniere Energy
LNG
$54.8B
$29.5M 0.54%
127,700
+32,200
+34% +$7.25M
CLBT icon
47
Cellebrite
CLBT
$4B
$28.9M 0.53%
1,488,281
+117,426
+9% +$2.47M
HDB icon
48
HDFC Bank
HDB
$120B
$28.9M 0.53%
870,000
– –
AAPL icon
49
Apple
AAPL
$4.45T
$26.1M 0.48%
117,678
-63,736
-35% -$14.8M
WIX icon
50
WIX.com
WIX
$2.79B
$26.1M 0.48%
159,800
-93,151
-37% -$19.3M
1
2
3 4 5

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 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

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.