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
PLD icon
26
Prologis
PLD
$133B
$81.7M 1.08%
715,384
+64,000
+10% +$7.04M
NEE icon
27
NextEra Energy
NEE
$179B
$68.8M 0.91%
913,000
-11,241
-1% -$821K
XBI icon
28
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$68.2M 0.9%
682,056
+281,602
+70% +$25.4M
V icon
29
Visa
V
$677B
$66.8M 0.88%
195,746
-2,205
-1% -$763K
XLK icon
30
State Street Technology Select Sector SPDR ETF
XLK
$122B
$58.9M 0.78%
417,738
+5,126
+1% +$679K
BX icon
31
Blackstone
BX
$118B
$57.6M 0.76%
337,613
+95,022
+39% +$16.3M
CQQQ icon
32
Invesco China Technology ETF
CQQQ
$3.24B
$57.1M 0.75%
970,420
– –
KKR icon
33
KKR & Co
KKR
$99.6B
$56.6M 0.75%
436,432
-19,896
-4% -$2.82M
TATT icon
34
TAT Technologies
TATT
$491M
$55.8M 0.74%
1,334,145
-120,473
-8% -$4.27M
MCHI icon
35
iShares MSCI China ETF
MCHI
$6.27B
$55.7M 0.74%
846,233
-1,755,000
-67% -$105M
GDX icon
36
VanEck Gold Miners ETF
GDX
$27.5B
$54.7M 0.72%
718,200
+700,000
+3,846% +$42.2M
CAMT icon
37
Camtek
CAMT
$7.67B
$54.7M 0.72%
521,853
-328,327
-39% -$29.4M
CRM icon
38
Salesforce
CRM
$162B
$52.8M 0.7%
222,741
+13,700
+7% +$3.46M
NKE icon
39
Nike
NKE
$61.3B
$52.7M 0.7%
756,688
+244,447
+48% +$18.2M
EWT icon
40
iShares MSCI Taiwan ETF
EWT
$11.2B
$52.2M 0.69%
821,670
+495,000
+152% +$29.8M
AVGO icon
41
Broadcom
AVGO
$1.98T
$49.4M 0.65%
149,979
+72,832
+94% +$22.3M
PAVE icon
42
Global X US Infrastructure Development ETF
PAVE
$14.4B
$48.2M 0.64%
1,011,204
-867,365
-46% -$39.9M
RSPN icon
43
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$47.8M 0.63%
851,431
– –
KBWB icon
44
Invesco KBW Bank ETF
KBWB
$6.77B
$47.6M 0.63%
610,455
+570,000
+1,409% +$43M
XSOE icon
45
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.09B
$44.8M 0.59%
1,181,142
+141
+0% +$5.05K
ETN icon
46
Eaton
ETN
$178B
$44.7M 0.59%
119,692
-76,952
-39% -$28M
MA icon
47
Mastercard
MA
$492B
$43.2M 0.57%
75,991
-166
-0.2% -$95.3K
PPA icon
48
Invesco Aerospace & Defense ETF
PPA
$8.72B
$42.8M 0.57%
275,480
– –
VRT icon
49
Vertiv
VRT
$108B
$41.6M 0.55%
276,500
-75,000
-21% -$10M
ADBE icon
50
Adobe
ADBE
$105B
$41.3M 0.55%
117,152
-10,076
-8% -$3.61M
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 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.