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
+27.32%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$1.67B
AUM Growth
+$331M
Cap. Flow
-$22.8M
Cap. Flow %
-1.36%
Top 10 Hldgs %
24.82%
Holding
460
New
85
Increased
139
Reduced
141
Closed
75

Top Buys

Rank Stock Value
1
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$27.8M
2
QTEC icon
First Trust NASDAQ-100 Technology Index Fund
QTEC
+$25.1M
3
BX icon
Blackstone
BX
+$19.3M
4
BURL icon
Burlington
BURL
+$17.5M
5
CP icon
Canadian Pacific Kansas City
CP
+$15.1M

Top Sells

Rank Stock Value
1
WIX icon
WIX.com
WIX
+$32.8M
2
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$29.5M
3
SEDG icon
SolarEdge
SEDG
+$27M
4
PANW icon
Palo Alto Networks
PANW
+$22.4M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$21.8M

Sector Composition

Rank Sector Weight
1 Technology 20.71%
2 Financials 13.37%
3 Industrials 9.32%
4 Consumer Discretionary 8.37%
5 Healthcare 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ICL icon
51
ICL Group
ICL
$6.88B
$14.7M 0.88%
4,965,663
+2,916,795
+142% +$9.78M
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$14.3M 0.85%
46,500
+4,157
+10% +$1.22M
NVMI
53
Nova
NVMI
$12.4B
$13.8M 0.83%
286,987
-203,075
-41% -$8.63M
MELI icon
54
Mercado Libre
MELI
$98.3B
$13.6M 0.81%
13,800
-3,245
-19% -$2.43M
ITUB icon
55
Itaú Unibanco
ITUB
$83.1B
$12.6M 0.75%
+3,615,649
New +$11.7M
BA icon
56
Boeing
BA
$185B
$12.2M 0.73%
66,385
+64,157
+2,880% +$9.86M
VRNT
57
DELISTED
Verint Systems
VRNT
$10.5M 0.63%
456,184
-170,726
-27% -$3.78M
ESLT icon
58
Elbit Systems
ESLT
$36B
$10.1M 0.61%
74,001
-7,386
-9% -$998K
NICE icon
59
Nice
NICE
$5.93B
$9.71M 0.58%
51,317
+1,270
+3% +$222K
YUMC icon
60
Yum China
YUMC
$16.3B
$9.46M 0.57%
+196,779
New +$9.28M
SPG icon
61
Simon Property Group
SPG
$72.3B
$9.1M 0.54%
+133,076
New +$8.35M
IVV icon
62
iShares Core S&P 500 ETF
IVV
$902B
$8.42M 0.5%
27,179
+18,165
+202% +$5.33M
RADA
63
DELISTED
Rada Electronic Industries Ltd
RADA
$7.78M 0.47%
1,185,176
+5,876
+0.5% +$29.1K
IWF icon
64
iShares Russell 1000 Growth ETF
IWF
$127B
$7.71M 0.46%
161,108
+128,632
+396% +$5.67M
KMDA icon
65
Kamada
KMDA
$409M
$6.88M 0.41%
889,006
-44
-0% -$329
ACWI icon
66
iShares MSCI ACWI ETF
ACWI
$33.3B
$6.14M 0.37%
83,677
-94,986
-53% -$6.63M
TEVA icon
67
Teva Pharmaceuticals
TEVA
$42.6B
$6.08M 0.36%
493,693
+175,469
+55% +$1.98M
AUDC icon
68
AudioCodes
AUDC
$252M
$6.04M 0.36%
188,611
+68,844
+57% +$2.12M
AAPL icon
69
Apple
AAPL
$4.45T
$4.72M 0.28%
51,828
+19,000
+58% +$1.47M
ELLO icon
70
Ellomay Capital Ltd
ELLO
$276M
$4.41M 0.26%
209,647
-1,217
-0.6% -$22.9K
CAMT icon
71
Camtek
CAMT
$7.51B
$4.36M 0.26%
347,814
+11,920
+4% +$135K
VOO icon
72
Vanguard S&P 500 ETF
VOO
$1.03T
$4.26M 0.26%
15,012
+6,526
+77% +$1.76M
ORA icon
73
Ormat Technologies
ORA
$7.02B
$4.22M 0.25%
66,237
-17,691
-21% -$1.16M
CLGN icon
74
CollPlant Biotechnologies
CLGN
$5.67M
$4.21M 0.25%
421,772
+312,231
+285% +$3.21M
KEYS icon
75
Keysight
KEYS
$58.4B
$4.17M 0.25%
+41,966
New +$4.12M
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 Q2 2020 Portfolio in Review

As of Q2 2020, Meitav Investment House held 460 positions worth $1.67B, up 25% from $1.34B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Meitav Investment House's Q2 2020 filing shows 85 new, 139 increased, 141 reduced and 75 closed positions. Its largest new stake was Blackstone: 365,863 shares worth $20.7M. The largest sale was WIX.com, an estimated $32.8M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 27% a quarter earlier, followed by Financials and Industrials.

  • Meitav Investment House's largest Q2 2020 buy was Blackstone: 365,863 shares worth $20.7M.
  • Meitav Investment House added most to State Street Industrial Select Sector SPDR ETF in Q2 2020, an estimated $27.8M increase.
  • Meitav Investment House's biggest Q2 2020 reduction was WIX.com, cutting an estimated $32.8M.
  • Meitav Investment House fully exited Palo Alto Networks in Q2 2020, selling an estimated $22.4M.
  • Meitav Investment House's ten largest holdings make up 25% of its $1.67B portfolio in Q2 2020.
  • Meitav Investment House opened 85 new positions and closed 75 in Q2 2020.
  • Meitav Investment House's portfolio value rose 25% quarter-over-quarter to $1.67B.

Based on Meitav Investment House's 13F filing for Q2 2020, filed 10 Aug 2020.