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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
SPHQ icon
76
Invesco S&P 500 Quality ETF
SPHQ
$19.9B
$10.4M 0.19%
157,180
+41,179
+35% +$2.82M
JPM icon
77
JPMorgan Chase
JPM
$970B
$10.3M 0.19%
41,880
-157,156
-79% -$40.1M
SPGM icon
78
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
$10.2M 0.19%
163,800
– –
QUAL icon
79
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$9.26M 0.17%
54,204
+442
+0.8% +$79.1K
PERI icon
80
Perion Network
PERI
$376M
$9.06M 0.17%
858,200
-693
-0.1% -$6.05K
NFLX icon
81
Netflix
NFLX
$308B
$8.5M 0.16%
91,120
-40,430
-31% -$3.84M
TAN icon
82
Invesco Solar ETF
TAN
$1.38B
$7.5M 0.14%
246,098
-800
-0.3% -$26.8K
XLB icon
83
State Street Materials Select Sector SPDR ETF
XLB
$8.64B
$7.49M 0.14%
174,256
-240
-0.1% -$10.5K
GILT icon
84
Gilat Satellite Networks
GILT
$877M
$7.1M 0.13%
1,119,353
– –
FLEX icon
85
Flex
FLEX
$47.3B
$6.22M 0.11%
188,075
+14,961
+9% +$586K
AXP icon
86
American Express
AXP
$231B
$6.2M 0.11%
23,121
-4,015
-15% -$1.19M
VCSH icon
87
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$5.65M 0.1%
71,640
-2,212
-3% -$173K
GS icon
88
Goldman Sachs
GS
$303B
$5.61M 0.1%
10,259
-22
-0.2% -$13.2K
XLE icon
89
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$5.36M 0.1%
114,918
-90,058
-44% -$4.06M
BKNG icon
90
Booking.com
BKNG
$159B
$4.66M 0.09%
25,275
-1,675
-6% -$320K
BIIB icon
91
Biogen
BIIB
$30.6B
$4.57M 0.08%
33,400
-69,438
-68% -$9.93M
PSI icon
92
Invesco Semiconductors ETF
PSI
$2.59B
$4.33M 0.08%
91,446
– –
CHKP icon
93
Check Point Software Technologies
CHKP
$13.1B
$4.32M 0.08%
18,947
-177,320
-90% -$37.6M
AMD icon
94
Advanced Micro Devices
AMD
$794B
$4.22M 0.08%
41,054
+37,173
+958% +$4.13M
MELI icon
95
Mercado Libre
MELI
$95.4B
$4.11M 0.08%
+2,105
New +$4.18M
BAC icon
96
Bank of America
BAC
$452B
$3.95M 0.07%
94,802
-241
-0.3% -$10.7K
ABNB icon
97
Airbnb
ABNB
$108B
$3.67M 0.07%
+30,684
New +$4.11M
VRSN icon
98
VeriSign
VRSN
$25.8B
$3.61M 0.07%
14,234
-216
-1% -$49.1K
VGT icon
99
Vanguard Information Technology ETF
VGT
$149B
$3.56M 0.07%
52,496
– –
INDA icon
100
iShares MSCI India ETF
INDA
$6.58B
$3.53M 0.07%
68,525
– –
2 3
4
5 6

Similar funds

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 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.