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MIH

Meitav Investment House Portfolio holdings

AUM $9.12B
1-Year Est. Return 42.07%
This Fund
S&P 500
This Quarter Est. Return
+2.84%
1 Year Est. Return
+42.07%
3 Year Est. Return
+104.37%
5 Year Est. Return
+115.83%
10 Year Est. Return
–
AUM
$9.12B
AUM Growth
+$458M
Cap. Flow
+$795M
Cap. Flow %
8.72%
Top 10 Hldgs %
45.41%
Holding
257
New
16
Increased
100
Reduced
79
Closed
25

Top Buys

1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$138M
2
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$130M
3
AMZN icon
Amazon
AMZN
+$116M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$113M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$103M

Top Sells

1
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$113M
2
PLD icon
Prologis
PLD
+$81.2M
3
VRT icon
Vertiv
VRT
+$64.5M
4
XRT icon
State Street SPDR S&P Retail ETF
XRT
+$47.8M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$46M

Sector Composition

1 Technology 15.62%
2 Industrials 6.54%
3 Financials 6.13%
4 Communication Services 4.97%
5 Utilities 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IREN icon
76
Iris Energy
IREN
$11.9B
$11.4M 0.12%
332,860
+4,260
+1% +$192K
SPGM icon
77
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.82B
$10.9M 0.12%
143,590
-20,210
-12% -$1.58M
FLEX icon
78
Flex
FLEX
$43.1B
$10.4M 0.11%
159,055
-29,020
-15% -$1.86M
MSCI icon
79
MSCI
MSCI
$45.5B
$10.4M 0.11%
19,306
+14,693
+319% +$8.29M
QUAL icon
80
iShares MSCI USA Quality Factor ETF
QUAL
$46.2B
$10.3M 0.11%
53,516
-1,901
-3% -$381K
XAR icon
81
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.91B
$9.98M 0.11%
39,305
-5,235
-12% -$1.43M
GS icon
82
Goldman Sachs
GS
$318B
$9.73M 0.11%
11,504
-1,087
-9% -$970K
XLB icon
83
State Street Materials Select Sector SPDR ETF
XLB
$8.39B
$8.12M 0.09%
162,417
+2,161
+1% +$108K
MELI icon
84
Mercado Libre
MELI
$91.8B
$7.79M 0.09%
4,505
+1,762
+64% +$3.4M
VCSH icon
85
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$7.36M 0.08%
92,916
+24,986
+37% +$1.99M
AIRR icon
86
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$7.14M 0.08%
+64,450
New +$7.29M
SPYM
87
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$6.73M 0.07%
87,919
-13,553
-13% -$1.08M
EMXC icon
88
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
$6.14M 0.07%
78,108
+31,175
+66% +$2.51M
ADBE icon
89
Adobe
ADBE
$93.1B
$6.03M 0.07%
24,813
-118,110
-83% -$32.7M
MDWD icon
90
MediWound
MDWD
$187M
$5.98M 0.07%
371,868
+250
+0.1% +$4.35K
AXP icon
91
American Express
AXP
$243B
$5.95M 0.07%
19,696
-15,933
-45% -$5.34M
PSI icon
92
Invesco Semiconductors ETF
PSI
$2.38B
$5.78M 0.06%
61,208
– –
SOXQ icon
93
Invesco PHLX Semiconductor ETF
SOXQ
$2.35B
$5.69M 0.06%
95,370
+2,300
+2% +$143K
VRSN icon
94
VeriSign
VRSN
$25.1B
$5.16M 0.06%
20,786
+9,664
+87% +$2.3M
KBWB icon
95
Invesco KBW Bank ETF
KBWB
$6.9B
$5.11M 0.06%
64,555
-16,905
-21% -$1.41M
ASML icon
96
ASML
ASML
$673B
$4.99M 0.05%
3,578
+324
+10% +$444K
BWXT icon
97
BWX Technologies
BWXT
$15.8B
$4.75M 0.05%
23,205
+19,205
+480% +$3.9M
VGT icon
98
Vanguard Information Technology ETF
VGT
$138B
$4.52M 0.05%
51,824
– –
BAC icon
99
Bank of America
BAC
$433B
$4.01M 0.04%
82,268
-153,082
-65% -$7.9M
VRT icon
100
Vertiv
VRT
$111B
$3.96M 0.04%
15,800
-290,500
-95% -$64.5M
2 3
4
5 6

Similar funds

SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $9.18B AUM 25.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Meitav Investment House's Q1 2026 Portfolio in Review

As of Q1 2026, Meitav Investment House held 257 positions worth $9.12B, up 5.3% from $8.66B the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Meitav Investment House deployed $795M of net new capital in Q1 2026, opening 16 new positions and adding to 100 existing holdings. Its largest new stake was Analog Devices: 168,100 shares worth $53.5M.

By sector, the portfolio is most concentrated in Technology at 16% of assets, up from 14% a quarter earlier, followed by Industrials and Financials.

On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $113M trimmed.

  • Meitav Investment House's largest Q1 2026 buy was Analog Devices: 168,100 shares worth $53.5M.
  • Meitav Investment House added most to State Street SPDR S&P 500 ETF Trust in Q1 2026, an estimated $138M increase.
  • Meitav Investment House's biggest Q1 2026 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $113M.
  • Meitav Investment House fully exited State Street SPDR S&P Retail ETF in Q1 2026, selling an estimated $47.8M.
  • Meitav Investment House's ten largest holdings make up 45% of its $9.12B portfolio in Q1 2026.
  • Meitav Investment House opened 16 new positions and closed 25 in Q1 2026.
  • Meitav Investment House's portfolio value rose 5.3% quarter-over-quarter to $9.12B.

Based on Meitav Investment House's 13F filing for Q1 2026, filed 29 Apr 2026.