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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
+17.52%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.42B
AUM Growth
+$1.99B
Cap. Flow
+$340M
Cap. Flow %
4.58%
Top 10 Hldgs %
46.21%
Holding
229
New
13
Increased
93
Reduced
57
Closed
12

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$408M
2
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$48M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$43.5M
4
ESLT icon
Elbit Systems
ESLT
+$33.3M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$30.6M

Top Sells

Rank Stock Value
1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$123M
2
AVGO icon
Broadcom
AVGO
+$62.8M
3
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$40M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$32M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$28.9M

Sector Composition

Rank Sector Weight
1 Technology 18.77%
2 Consumer Discretionary 7.84%
3 Industrials 5.79%
4 Financials 4.6%
5 Communication Services 3.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XBI icon
51
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$33.2M 0.45%
400,454
+383,040
+2,200% +$30.6M
SIL icon
52
Global X Silver Miners ETF NEW
SIL
$4.83B
$31.3M 0.42%
650,000
– –
BA icon
53
Boeing
BA
$185B
$28.8M 0.39%
137,380
– –
GRID
54
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.2B
$27.4M 0.37%
197,002
– –
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.11T
$25.7M 0.35%
53,025
-17,778
-25% -$9.03M
DIA icon
56
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$23.6M 0.32%
53,491
-432
-0.8% -$179K
XLRE icon
57
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.52B
$23.5M 0.32%
567,895
– –
CLBT icon
58
Cellebrite
CLBT
$4.07B
$23.3M 0.31%
1,454,846
-33,435
-2% -$596K
AVGO icon
59
Broadcom
AVGO
$1.99T
$21.2M 0.29%
77,147
-289,198
-79% -$62.8M
ISRG icon
60
Intuitive Surgical
ISRG
$141B
$21.1M 0.28%
38,852
+37,561
+2,909% +$19.6M
XHB icon
61
State Street SPDR S&P Homebuilders ETF
XHB
$1.61B
$20.3M 0.27%
205,904
+545
+0.3% +$51.8K
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.25T
$19.8M 0.27%
112,195
+6,334
+6% +$1.04M
INMD icon
63
InMode
INMD
$870M
$19.1M 0.26%
1,323,205
-2,251
-0.2% -$33K
EWT icon
64
iShares MSCI Taiwan ETF
EWT
$11.2B
$18.8M 0.25%
326,670
– –
KRNT icon
65
Kornit Digital
KRNT
$810M
$18.6M 0.25%
933,684
-201,106
-18% -$4.01M
WIX icon
66
WIX.com
WIX
$2.76B
$17.1M 0.23%
107,993
-51,807
-32% -$8.34M
CYBR
67
DELISTED
CyberArk
CYBR
$15.3M 0.21%
37,652
-604
-2% -$220K
GRNY
68
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.43B
$15.1M 0.2%
667,000
– –
CARR icon
69
Carrier Global
CARR
$52.3B
$14.9M 0.2%
203,140
-200,700
-50% -$13.6M
AAPL icon
70
Apple
AAPL
$4.47T
$14.4M 0.19%
70,161
-47,517
-40% -$9.6M
JPM icon
71
JPMorgan Chase
JPM
$963B
$14.4M 0.19%
49,674
+7,794
+19% +$1.99M
FROG icon
72
JFrog
FROG
$10.5B
$12.4M 0.17%
281,319
-103,998
-27% -$3.95M
SPGM icon
73
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
$11.3M 0.15%
163,800
– –
QUAL icon
74
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$9.97M 0.13%
54,560
+356
+0.7% +$61.4K
NFLX icon
75
Netflix
NFLX
$311B
$9.87M 0.13%
73,760
-17,360
-19% -$1.96M
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 2025 Portfolio in Review

As of Q2 2025, Meitav Investment House held 229 positions worth $7.42B, up 37% from $5.43B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Meitav Investment House deployed $340M of net new capital in Q2 2025, opening 13 new positions and adding to 93 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 15% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was State Street Health Care Select Sector SPDR ETF, an estimated $123M trimmed.

  • Meitav Investment House's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 78,186 shares worth $5.68M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $408M increase.
  • Meitav Investment House's biggest Q2 2025 reduction was State Street Health Care Select Sector SPDR ETF, cutting an estimated $123M.
  • Meitav Investment House fully exited Janus Henderson AAA CLO ETF in Q2 2025, selling an estimated $40M.
  • Meitav Investment House's ten largest holdings make up 46% of its $7.42B portfolio in Q2 2025.
  • Meitav Investment House opened 13 new positions and closed 12 in Q2 2025.
  • Meitav Investment House's portfolio value rose 37% quarter-over-quarter to $7.42B.

Based on Meitav Investment House's 13F filing for Q2 2025, filed 23 Jul 2025.