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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
+11.9%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$7.57B
AUM Growth
+$149M
Cap. Flow
+$34.1M
Cap. Flow %
0.45%
Top 10 Hldgs %
42.22%
Holding
247
New
30
Increased
85
Reduced
79
Closed
11

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$76.1M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$52.7M
3
KBWB icon
Invesco KBW Bank ETF
KBWB
+$43M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$42.2M
5
SIL icon
Global X Silver Miners ETF NEW
SIL
+$32M

Top Sells

Rank Stock Value
1
MCHI icon
iShares MSCI China ETF
MCHI
+$105M
2
NVMI
Nova
NVMI
+$54.9M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$43.1M
4
PAVE icon
Global X US Infrastructure Development ETF
PAVE
+$39.9M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$30.4M

Sector Composition

Rank Sector Weight
1 Technology 17.77%
2 Industrials 5.61%
3 Financials 4.79%
4 Communication Services 3.93%
5 Consumer Discretionary 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
101
First Trust Cloud Computing ETF
SKYY
$3.22B
$3.83M 0.05%
28,485
-3,279
-10% -$413K
GLBE icon
102
Global E Online
GLBE
$6.86B
$3.6M 0.05%
99,794
+87,394
+705% +$2.98M
CME icon
103
CME Group
CME
$93.2B
$3.49M 0.05%
12,909
-1,576
-11% -$429K
LRCX icon
104
Lam Research
LRCX
$390B
$3.39M 0.04%
25,283
-253
-1% -$26.8K
VRSN icon
105
VeriSign
VRSN
$26B
$3.25M 0.04%
11,644
-2,171
-16% -$607K
EMXC icon
106
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$3.17M 0.04%
46,933
– –
MSCI icon
107
MSCI
MSCI
$40.8B
$3.11M 0.04%
5,487
+34
+0.6% +$19.2K
FGM icon
108
First Trust Germany AlphaDEX Fund
FGM
$98.2M
$3.06M 0.04%
52,000
– –
BTC
109
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$3.02M 0.04%
59,662
+13,334
+29% +$676K
HODL icon
110
VanEck Bitcoin Trust
HODL
$1.06B
$3.02M 0.04%
93,191
+20,880
+29% +$676K
IBIT icon
111
iShares Bitcoin Trust
IBIT
$47.2B
$3.01M 0.04%
46,373
+10,351
+29% +$673K
BTCW icon
112
WisdomTree Bitcoin Fund
BTCW
$137M
$3.01M 0.04%
24,851
+5,574
+29% +$676K
BITB icon
113
Bitwise Bitcoin ETF
BITB
$2.43B
$3.01M 0.04%
48,429
+10,855
+29% +$676K
FBTC icon
114
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$3.01M 0.04%
30,187
+6,769
+29% +$676K
EZBC icon
115
Franklin Bitcoin ETF
EZBC
$376M
$3.01M 0.04%
45,487
+10,202
+29% +$677K
BTCO icon
116
Invesco Galaxy Bitcoin ETF
BTCO
$426M
$3.01M 0.04%
26,402
+5,925
+29% +$677K
BRRR icon
117
Coinshares Bitcoin ETF
BRRR
$399M
$3.01M 0.04%
93,040
+20,805
+29% +$673K
ARKB icon
118
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$3M 0.04%
78,887
+17,773
+29% +$676K
GOVT icon
119
iShares US Treasury Bond ETF
GOVT
$43.7B
$2.79M 0.04%
120,906
+40,792
+51% +$935K
PERI icon
120
Perion Network
PERI
$379M
$2.69M 0.04%
279,786
-453,980
-62% -$4.54M
STX icon
121
Seagate
STX
$186B
$2.63M 0.03%
+11,124
New +$1.9M
ASML icon
122
ASML
ASML
$691B
$2.62M 0.03%
3,156
-3,917
-55% -$3.08M
IBDZ
123
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$865M
$2.61M 0.03%
98,711
-1,464
-1% -$38.3K
IBDU icon
124
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$2.45M 0.03%
104,488
+3,250
+3% +$75.9K
EWJ icon
125
iShares MSCI Japan ETF
EWJ
$22.7B
$2.44M 0.03%
30,368
– –
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 Q3 2025 Portfolio in Review

As of Q3 2025, Meitav Investment House held 247 positions worth $7.57B, up 2% from $7.42B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Meitav Investment House's Q3 2025 filing shows 30 new, 85 increased, 79 reduced and 11 closed positions. Its largest new stake was Arista Networks: 100,000 shares worth $14.5M. The largest sale was iShares MSCI China ETF, an estimated $105M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Industrials and Financials.

  • Meitav Investment House's largest Q3 2025 buy was Arista Networks: 100,000 shares worth $14.5M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q3 2025, an estimated $76.1M increase.
  • Meitav Investment House's biggest Q3 2025 reduction was iShares MSCI China ETF, cutting an estimated $105M.
  • Meitav Investment House fully exited First Trust NASDAQ Clean Edge Green Energy Index Fund in Q3 2025, selling an estimated $573K.
  • Meitav Investment House's ten largest holdings make up 42% of its $7.57B portfolio in Q3 2025.
  • Meitav Investment House opened 30 new positions and closed 11 in Q3 2025.
  • Meitav Investment House's portfolio value rose 2% quarter-over-quarter to $7.57B.

Based on Meitav Investment House's 13F filing for Q3 2025, filed 29 Oct 2025.