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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
+9.96%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.1B
AUM Growth
-$1.7B
Cap. Flow
-$2.11B
Cap. Flow %
-41.34%
Top 10 Hldgs %
40.99%
Holding
358
New
22
Increased
65
Reduced
86
Closed
128

Top Buys

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$59.5M
2
CRM icon
Salesforce
CRM
+$51.7M
3
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$51.1M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.1M
5
NEE icon
NextEra Energy
NEE
+$43.4M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$409M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$208M
3
IHI icon
iShares US Medical Devices ETF
IHI
+$166M
4
MSFT icon
Microsoft
MSFT
+$141M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$100M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 7.86%
3 Consumer Discretionary 4.84%
4 Communication Services 4.58%
5 Industrials 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEDG icon
51
SolarEdge
SEDG
$2.05B
$28.3M 0.56%
398,976
-14,990
-4% -$1.08M
BA icon
52
Boeing
BA
$184B
$26.8M 0.52%
138,699
-86,147
-38% -$17.7M
TSLA icon
53
Tesla
TSLA
$1.31T
$26.7M 0.52%
151,676
+144,438
+1,996% +$28.2M
CAMT icon
54
Camtek
CAMT
$7.67B
$26.6M 0.52%
318,122
+114,034
+56% +$8.96M
KRNT icon
55
Kornit Digital
KRNT
$815M
$26.1M 0.51%
1,442,214
+10,152
+0.7% +$178K
PERI icon
56
Perion Network
PERI
$379M
$25.7M 0.5%
1,143,303
+83,409
+8% +$2.13M
LNG icon
57
Cheniere Energy
LNG
$54.8B
$24.6M 0.48%
152,500
– –
HDB icon
58
HDFC Bank
HDB
$120B
$24.4M 0.48%
870,000
– –
XLRE icon
59
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$23.5M 0.46%
593,291
+14
+0% +$544
DIA icon
60
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$23.3M 0.46%
58,551
+1,880
+3% +$724K
INDA icon
61
iShares MSCI India ETF
INDA
$6.6B
$23.2M 0.46%
450,463
-851,565
-65% -$42.9M
S icon
62
SentinelOne
S
$7.7B
$21.9M 0.43%
938,200
+913,200
+3,653% +$23.9M
GLBE icon
63
Global E Online
GLBE
$6.86B
$20.1M 0.39%
553,798
+30,870
+6% +$1.14M
WCLD
64
WisdomTree Cloud Computing Fund
WCLD
$305M
$20M 0.39%
573,103
– –
CLBT icon
65
Cellebrite
CLBT
$4B
$18.8M 0.37%
1,692,445
+1,409,299
+498% +$14.4M
MRNA icon
66
Moderna
MRNA
$24.2B
$17.8M 0.35%
167,406
+96
+0.1% +$9.68K
BABA icon
67
Alibaba
BABA
$306B
$16.8M 0.33%
232,575
-6,645
-3% -$487K
XHB icon
68
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$15M 0.29%
134,332
+639
+0.5% +$63.9K
GOOGL icon
69
Alphabet (Google) Class A
GOOGL
$4.2T
$14.6M 0.29%
96,609
-376,698
-80% -$53.9M
CLOU icon
70
Global X Cloud Computing ETF
CLOU
$270M
$12.9M 0.25%
593,286
– –
AXP icon
71
American Express
AXP
$230B
$12.7M 0.25%
55,684
+5,559
+11% +$1.15M
FDX icon
72
FedEx
FDX
$76.3B
$11.9M 0.23%
41,157
-1,810
-4% -$453K
TAN icon
73
Invesco Solar ETF
TAN
$1.38B
$11.2M 0.22%
247,598
+50
+0% +$2.23K
SPGM icon
74
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$9.78M 0.19%
163,800
– –
XLE icon
75
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$9.69M 0.19%
205,176
-440,290
-68% -$18.9M
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 2024 Portfolio in Review

As of Q1 2024, Meitav Investment House held 358 positions worth $5.1B, down 25% from $6.81B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Meitav Investment House withdrew a net $2.11B in Q1 2024, closing 128 positions and reducing 86 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $409M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 12% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, Meitav Investment House opened a new position in NextEra Energy worth $47.4M.

  • Meitav Investment House's largest Q1 2024 buy was NextEra Energy: 741,000 shares worth $47.4M.
  • Meitav Investment House added most to Invesco S&P 500 Equal Weight ETF in Q1 2024, an estimated $59.5M increase.
  • Meitav Investment House's biggest Q1 2024 reduction was VanEck Semiconductor ETF, cutting an estimated $100M.
  • Meitav Investment House fully exited Vanguard S&P 500 ETF in Q1 2024, selling an estimated $409M.
  • Meitav Investment House's ten largest holdings make up 41% of its $5.1B portfolio in Q1 2024.
  • Meitav Investment House opened 22 new positions and closed 128 in Q1 2024.
  • Meitav Investment House's portfolio value fell 25% quarter-over-quarter to $5.1B.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.