We are live on ! Find out more
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
SNY icon
101
Sanofi
SNY
$104B
$3.29M 0.06%
+59,371
New +$3.21M
IBDZ
102
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
$2.68M 0.05%
104,268
+51,836
+99% +$1.32M
EMXC icon
103
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.6B
$2.48M 0.05%
45,083
– –
BABA icon
104
Alibaba
BABA
$298B
$2.47M 0.05%
18,706
+14,760
+374% +$1.7M
AZN icon
105
AstraZeneca
AZN
$245B
$2.45M 0.05%
16,635
-102,500
-86% -$14.8M
SPGI icon
106
S&P Global
SPGI
$120B
$2.41M 0.04%
4,775
-34
-0.7% -$17.4K
FGM icon
107
First Trust Germany AlphaDEX Fund
FGM
$98.5M
$2.39M 0.04%
52,000
– –
IBDU icon
108
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$2.23M 0.04%
96,426
+163
+0.2% +$3.74K
XAR icon
109
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.6B
$2.21M 0.04%
13,724
-4,095
-23% -$688K
VLN icon
110
Valens Semiconductor
VLN
$197M
$2.19M 0.04%
1,074,243
– –
MSCI icon
111
MSCI
MSCI
$40.6B
$2.15M 0.04%
3,808
+152
+4% +$88.4K
HALO icon
112
Halozyme
HALO
$11.6B
$2.13M 0.04%
33,423
-5,693
-15% -$331K
EWJ icon
113
iShares MSCI Japan ETF
EWJ
$23.1B
$2.08M 0.04%
30,368
-4,498
-13% -$309K
SPEM icon
114
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$2.06M 0.04%
52,372
-2,300
-4% -$90.2K
TSLA icon
115
Tesla
TSLA
$1.28T
$2.01M 0.04%
7,775
-3,441
-31% -$1.15M
GLBE icon
116
Global E Online
GLBE
$6.88B
$1.93M 0.04%
54,244
+45,925
+552% +$2.26M
BIL icon
117
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.84M 0.03%
20,068
-10,144
-34% -$929K
XHE icon
118
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$1.72M 0.03%
20,963
– –
BRK.A icon
119
Berkshire Hathaway Class A
BRK.A
$1.09T
$1.6M 0.03%
2
– –
KBWB icon
120
Invesco KBW Bank ETF
KBWB
$6.81B
$1.58M 0.03%
25,180
– –
IBDT icon
121
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.46M 0.03%
57,775
-3,344
-5% -$83.8K
XBI icon
122
State Street SPDR S&P Biotech ETF
XBI
$10.5B
$1.41M 0.03%
17,414
– –
IBDV icon
123
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$1.39M 0.03%
64,068
-4,553
-7% -$97.9K
MRNA icon
124
Moderna
MRNA
$24.8B
$1.23M 0.02%
43,210
+350
+0.8% +$12.4K
FDN icon
125
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
$1.21M 0.02%
5,443
+450
+9% +$111K
3 4
5
6 7

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.