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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
ARKB icon
126
ARK 21Shares Bitcoin ETF
ARKB
$2.42B
$2.19M 0.03%
61,114
+24,232
+66% +$794K
SPOT icon
127
Spotify
SPOT
$103B
$2.16M 0.03%
2,820
+1,802
+177% +$1.16M
BABA icon
128
Alibaba
BABA
$306B
$1.92M 0.03%
16,906
-1,800
-10% -$213K
GOVT icon
129
iShares US Treasury Bond ETF
GOVT
$43.7B
$1.84M 0.02%
80,114
+61,455
+329% +$1.4M
XHE icon
130
State Street SPDR S&P Health Care Equipment ETF
XHE
$168M
$1.68M 0.02%
20,738
-225
-1% -$18K
FLOT icon
131
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.54M 0.02%
30,143
+20,920
+227% +$1.06M
AZN icon
132
AstraZeneca
AZN
$246B
$1.48M 0.02%
10,593
-6,042
-36% -$847K
BIL icon
133
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.48M 0.02%
16,122
-3,946
-20% -$361K
BRK.A icon
134
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.46M 0.02%
2
– –
IBDT icon
135
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.4M 0.02%
54,995
-2,780
-5% -$70.1K
TFC icon
136
Truist Financial
TFC
$63.9B
$1.38M 0.02%
32,146
+7,396
+30% +$289K
IBDV icon
137
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$1.38M 0.02%
62,746
-1,322
-2% -$28.6K
S icon
138
SentinelOne
S
$7.7B
$1.32M 0.02%
72,855
+9,575
+15% +$175K
AMAT icon
139
Applied Materials
AMAT
$417B
$1.28M 0.02%
7,014
-98,745
-93% -$15.6M
CIBR icon
140
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$1.25M 0.02%
16,586
+200
+1% +$13.7K
IBDY icon
141
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.24M 0.02%
47,882
+766
+2% +$19.4K
MRNA icon
142
Moderna
MRNA
$24.2B
$1.19M 0.02%
43,210
– –
FCNCA icon
143
First Citizens BancShares
FCNCA
$25.4B
$1.1M 0.01%
562
+120
+27% +$218K
RSPM icon
144
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$186M
$1.06M 0.01%
32,715
– –
CCJ icon
145
Cameco
CCJ
$43B
$1.02M 0.01%
13,679
+5,022
+58% +$268K
TSLA icon
146
Tesla
TSLA
$1.31T
$993K 0.01%
3,125
-4,650
-60% -$1.4M
GDX icon
147
VanEck Gold Miners ETF
GDX
$27.5B
$947K 0.01%
18,200
– –
NOBL icon
148
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$943K 0.01%
18,722
+14,340
+327% +$709K
MTB icon
149
M&T Bank
MTB
$36.4B
$918K 0.01%
4,733
+991
+26% +$175K
IBDX icon
150
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
$917K 0.01%
36,322
+3,677
+11% +$91.2K
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 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.