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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
XLP icon
76
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$9.83M 0.13%
121,475
-14,552
-11% -$1.18M
AXP icon
77
American Express
AXP
$230B
$9.62M 0.13%
30,175
+7,054
+31% +$1.99M
FLEX icon
78
Flex
FLEX
$45.3B
$9.39M 0.13%
188,075
– –
PERI icon
79
Perion Network
PERI
$382M
$8.58M 0.12%
733,766
-124,434
-14% -$1.19M
GS icon
80
Goldman Sachs
GS
$301B
$8.28M 0.11%
11,811
+1,552
+15% +$899K
BAC icon
81
Bank of America
BAC
$448B
$8.21M 0.11%
173,546
+78,744
+83% +$3.31M
GILT icon
82
Gilat Satellite Networks
GILT
$840M
$7.96M 0.11%
1,119,353
– –
XAR icon
83
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.61B
$7.91M 0.11%
37,503
+23,779
+173% +$4.31M
XLB icon
84
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$7.65M 0.1%
174,256
– –
BKNG icon
85
Booking.com
BKNG
$160B
$6.72M 0.09%
29,050
+3,775
+15% +$773K
SPHQ icon
86
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$6.5M 0.09%
91,138
-66,042
-42% -$4.47M
ABNB icon
87
Airbnb
ABNB
$111B
$6.5M 0.09%
49,095
+18,411
+60% +$2.33M
SPYM
88
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$5.68M 0.08%
+78,186
New +$5.26M
PSI icon
89
Invesco Semiconductors ETF
PSI
$2.47B
$5.48M 0.07%
91,446
– –
ASML icon
90
ASML
ASML
$686B
$5.3M 0.07%
7,073
+5,509
+352% +$3.95M
MO icon
91
Altria Group
MO
$108B
$5.13M 0.07%
87,417
+78,459
+876% +$4.61M
SOXQ icon
92
Invesco PHLX Semiconductor ETF
SOXQ
$2.84B
$4.81M 0.06%
+110,220
New +$4.02M
VCSH icon
93
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$4.72M 0.06%
59,356
-12,284
-17% -$968K
XLE icon
94
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$4.52M 0.06%
106,414
-8,504
-7% -$354K
VGT icon
95
Vanguard Information Technology ETF
VGT
$147B
$4.35M 0.06%
52,496
– –
BIIB icon
96
Biogen
BIIB
$30.3B
$4.19M 0.06%
33,400
– –
CHKP icon
97
Check Point Software Technologies
CHKP
$13.2B
$4.17M 0.06%
18,947
– –
CME icon
98
CME Group
CME
$93.6B
$3.99M 0.05%
14,485
+11,136
+333% +$3.03M
VRSN icon
99
VeriSign
VRSN
$26.2B
$3.99M 0.05%
13,815
-419
-3% -$114K
INDA icon
100
iShares MSCI India ETF
INDA
$6.6B
$3.9M 0.05%
70,123
+1,598
+2% +$85.4K
2 3
4
5 6

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.