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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
IBDY icon
126
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.2M 0.02%
47,116
+27,712
+143% +$701K
S icon
127
SentinelOne
S
$7.63B
$1.17M 0.02%
63,280
+32,994
+109% +$716K
CLIP icon
128
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
$1.15M 0.02%
11,420
-45,084
-80% -$4.52M
SKYY icon
129
First Trust Cloud Computing ETF
SKYY
$3.22B
$1.09M 0.02%
10,665
-3,130
-23% -$373K
IBDS icon
130
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$1.05M 0.02%
43,514
-6,003
-12% -$144K
RSPM icon
131
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$184M
$1.04M 0.02%
32,715
– –
CIBR icon
132
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$1.03M 0.02%
16,386
– –
TFC icon
133
Truist Financial
TFC
$64B
$1.02M 0.02%
24,750
+4,196
+20% +$187K
BTC
134
Grayscale Bitcoin Mini Trust ETF
BTC
$3.36B
$1.02M 0.02%
+27,874
New +$1.15M
IBIT icon
135
iShares Bitcoin Trust
IBIT
$47.2B
$1.01M 0.02%
+21,652
New +$1.15M
BITB icon
136
Bitwise Bitcoin ETF
BITB
$2.43B
$1.01M 0.02%
+22,543
New +$1.14M
HODL icon
137
VanEck Bitcoin Trust
HODL
$1.06B
$1.01M 0.02%
+43,397
New +$1.14M
EZBC icon
138
Franklin Bitcoin ETF
EZBC
$376M
$1.01M 0.02%
+21,175
New +$1.14M
FBTC icon
139
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$1.01M 0.02%
+14,050
New +$1.14M
ARKB icon
140
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$1.01M 0.02%
+36,882
New +$1.14M
BTCO icon
141
Invesco Galaxy Bitcoin ETF
BTCO
$425M
$1.01M 0.02%
+12,288
New +$1.14M
BRRR icon
142
Coinshares Bitcoin ETF
BRRR
$399M
$1.01M 0.02%
+43,361
New +$1.14M
BTCW icon
143
WisdomTree Bitcoin Fund
BTCW
$137M
$1.01M 0.02%
+11,566
New +$1.14M
USMV icon
144
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$904K 0.02%
9,652
– –
CME icon
145
CME Group
CME
$94B
$884K 0.02%
+3,349
New +$826K
GDX icon
146
VanEck Gold Miners ETF
GDX
$27.9B
$837K 0.02%
18,200
– –
FCNCA icon
147
First Citizens BancShares
FCNCA
$25.4B
$820K 0.02%
442
+97
+28% +$198K
IBDX icon
148
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
$815K 0.02%
+32,645
New +$807K
ASML icon
149
ASML
ASML
$697B
$765K 0.01%
1,564
+123
+9% +$89.5K
SGOV icon
150
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$761K 0.01%
7,564
-7,058
-48% -$709K
4 5
6
7 8

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.