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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
+3.13%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$5.93B
AUM Growth
-$39.2M
Cap. Flow
-$186M
Cap. Flow %
-3.15%
Top 10 Hldgs %
38.87%
Holding
246
New
19
Increased
55
Reduced
98
Closed
25

Top Buys

Rank Stock Value
1
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$49.7M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48.9M
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$42M
4
MRK icon
Merck
MRK
+$40.6M
5
KCE icon
State Street SPDR S&P Capital Markets ETF
KCE
+$36.2M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$54.3M
2
AMZN icon
Amazon
AMZN
+$47.9M
3
TSLA icon
Tesla
TSLA
+$41.1M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40.1M
5
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$36.3M

Sector Composition

Rank Sector Weight
1 Technology 15.07%
2 Financials 5.42%
3 Industrials 4.63%
4 Communication Services 4.29%
5 Consumer Discretionary 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPA icon
51
Invesco Aerospace & Defense ETF
PPA
$8.72B
$32.9M 0.56%
286,883
-16,000
-5% -$1.89M
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.11T
$31.7M 0.53%
69,895
+23,149
+50% +$10.7M
CARR icon
53
Carrier Global
CARR
$52.4B
$30.4M 0.51%
444,820
+137,535
+45% +$10.4M
CLBT icon
54
Cellebrite
CLBT
$4B
$30.2M 0.51%
1,370,855
-695,467
-34% -$13.4M
PWR icon
55
Quanta Services
PWR
$101B
$29.1M 0.49%
92,000
– –
NTR icon
56
Nutrien
NTR
$32.1B
$28.7M 0.48%
635,900
-500
-0.1% -$23.7K
HDB icon
57
HDFC Bank
HDB
$120B
$27.8M 0.47%
870,000
– –
AIRR icon
58
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$26.9M 0.45%
+350,000
New +$27.9M
UBER icon
59
Uber
UBER
$160B
$26.5M 0.45%
439,150
+260,750
+146% +$18.6M
LONZ icon
60
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$596M
$24.9M 0.42%
488,000
– –
ETN icon
61
Eaton
ETN
$178B
$24.5M 0.41%
74,000
-82,513
-53% -$29M
TATT icon
62
TAT Technologies
TATT
$491M
$24.3M 0.41%
935,438
-33,624
-3% -$715K
BA icon
63
Boeing
BA
$184B
$24.3M 0.41%
137,380
– –
XOM icon
64
ExxonMobil
XOM
$657B
$23.2M 0.39%
215,806
-760
-0.4% -$88.9K
DIA icon
65
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$22.9M 0.39%
53,904
-5,474
-9% -$2.37M
INMD icon
66
InMode
INMD
$870M
$22.3M 0.38%
1,334,405
-17,403
-1% -$309K
XHB icon
67
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$22.2M 0.37%
212,293
+75,244
+55% +$8.83M
GRID
68
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$22.1M 0.37%
185,207
+149,919
+425% +$18.7M
VRT icon
69
Vertiv
VRT
$108B
$21.3M 0.36%
187,500
-187,500
-50% -$22.3M
LNG icon
70
Cheniere Energy
LNG
$54.8B
$20.5M 0.35%
95,500
-49,000
-34% -$9.95M
AMAT icon
71
Applied Materials
AMAT
$417B
$17.2M 0.29%
105,783
+96,031
+985% +$17.4M
FROG icon
72
JFrog
FROG
$10.4B
$15.9M 0.27%
540,088
-341,917
-39% -$10.4M
BIIB icon
73
Biogen
BIIB
$30.1B
$15.7M 0.27%
102,838
+85,986
+510% +$14.5M
AZN icon
74
AstraZeneca
AZN
$246B
$15.6M 0.26%
119,135
+102,500
+616% +$14.3M
SIL icon
75
Global X Silver Miners ETF NEW
SIL
$4.86B
$13.6M 0.23%
420,000
– –
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 Q4 2024 Portfolio in Review

As of Q4 2024, Meitav Investment House held 246 positions worth $5.93B, down 0.66% from $5.97B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Meitav Investment House withdrew a net $186M in Q4 2024, closing 25 positions and reducing 98 holdings. Its most notable exit was Airbnb, an estimated $14.4M 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 Financials and Industrials.

Against the trend, Meitav Investment House opened a new position in Invesco S&P 500 Equal Weight Technology ETF worth $48.7M.

  • Meitav Investment House's largest Q4 2024 buy was Invesco S&P 500 Equal Weight Technology ETF: 1,303,367 shares worth $48.7M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2024, an estimated $48.9M increase.
  • Meitav Investment House's biggest Q4 2024 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $54.3M.
  • Meitav Investment House fully exited Airbnb in Q4 2024, selling an estimated $14.4M.
  • Meitav Investment House's ten largest holdings make up 39% of its $5.93B portfolio in Q4 2024.
  • Meitav Investment House opened 19 new positions and closed 25 in Q4 2024.
  • Meitav Investment House's portfolio value fell 0.66% quarter-over-quarter to $5.93B.

Based on Meitav Investment House's 13F filing for Q4 2024, filed 3 Feb 2025.