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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
SIL icon
51
Global X Silver Miners ETF NEW
SIL
$4.86B
$25.6M 0.47%
650,000
+230,000
+55% +$8.27M
CARR icon
52
Carrier Global
CARR
$52.4B
$25.6M 0.47%
403,840
-40,980
-9% -$2.72M
VRT icon
53
Vertiv
VRT
$108B
$25.4M 0.47%
351,500
+164,000
+87% +$17.5M
XOM icon
54
ExxonMobil
XOM
$657B
$25.2M 0.46%
212,023
-3,783
-2% -$418K
TATT icon
55
TAT Technologies
TATT
$491M
$24.4M 0.45%
899,332
-36,106
-4% -$990K
XLRE icon
56
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.48B
$23.8M 0.44%
567,895
-1,086,522
-66% -$45.3M
INMD icon
57
InMode
INMD
$870M
$23.5M 0.43%
1,325,456
-8,949
-0.7% -$161K
BA icon
58
Boeing
BA
$184B
$23.4M 0.43%
137,380
– –
DIA icon
59
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$22.6M 0.42%
53,923
+19
+0% +$8.22K
GRID
60
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$22.3M 0.41%
197,002
+11,795
+6% +$1.41M
KRNT icon
61
Kornit Digital
KRNT
$815M
$21.7M 0.4%
1,134,790
-6,502
-0.6% -$170K
COST icon
62
Costco
COST
$419B
$21.6M 0.4%
22,880
-49,295
-68% -$48.1M
XHB icon
63
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$19.9M 0.37%
205,359
-6,934
-3% -$719K
BX icon
64
Blackstone
BX
$110B
$17.7M 0.33%
126,591
+117,500
+1,292% +$19.1M
CRH icon
65
CRH
CRH
$67.4B
$17.6M 0.32%
+200,000
New +$19.7M
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.2T
$16.4M 0.3%
105,861
-201,207
-66% -$36.5M
EWT icon
67
iShares MSCI Taiwan ETF
EWT
$11.2B
$15.5M 0.29%
326,670
-665,000
-67% -$34.2M
AMAT icon
68
Applied Materials
AMAT
$417B
$15.3M 0.28%
105,759
-24
-0% -$4.04K
FCX icon
69
Freeport-McMoran
FCX
$96.4B
$15.1M 0.28%
+400,000
New +$15.3M
CYBR
70
DELISTED
CyberArk
CYBR
$12.9M 0.24%
38,256
-1,334
-3% -$480K
CQQQ icon
71
Invesco China Technology ETF
CQQQ
$3.24B
$12.6M 0.23%
285,420
+279,000
+4,346% +$12.3M
FROG icon
72
JFrog
FROG
$10.4B
$12.3M 0.23%
385,317
-154,771
-29% -$5.39M
SEDG icon
73
SolarEdge
SEDG
$2.05B
$12.3M 0.23%
760,602
+175,211
+30% +$2.72M
GRNY
74
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.44B
$12.1M 0.22%
667,000
– –
XLP icon
75
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$11.1M 0.2%
136,027
+75,871
+126% +$6.06M
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.