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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
SPEM icon
126
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.41M 0.03%
51,502
-920
-2% -$40.9K
SPGI icon
127
S&P Global
SPGI
$120B
$2.39M 0.03%
4,875
– –
BABA icon
128
Alibaba
BABA
$306B
$2.26M 0.03%
12,626
-4,280
-25% -$561K
S icon
129
SentinelOne
S
$7.7B
$2.22M 0.03%
124,275
+51,420
+71% +$922K
CYBR
130
DELISTED
CyberArk
CYBR
$2.02M 0.03%
4,182
-33,470
-89% -$14.4M
FDN icon
131
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.36B
$2.01M 0.03%
7,192
-1,757
-20% -$481K
MRK icon
132
Merck
MRK
$322B
$2M 0.03%
+23,794
New +$1.96M
VLN icon
133
Valens Semiconductor
VLN
$182M
$1.92M 0.03%
1,074,243
– –
INDA icon
134
iShares MSCI India ETF
INDA
$6.6B
$1.77M 0.02%
34,049
-36,074
-51% -$1.93M
TFC icon
135
Truist Financial
TFC
$63.9B
$1.75M 0.02%
38,244
+6,098
+19% +$275K
FLOT icon
136
iShares Floating Rate Bond ETF
FLOT
$10.5B
$1.73M 0.02%
33,966
+3,823
+13% +$195K
IBDT icon
137
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.66M 0.02%
65,140
+10,145
+18% +$258K
CCJ icon
138
Cameco
CCJ
$43B
$1.66M 0.02%
19,751
+6,072
+44% +$471K
XHE icon
139
State Street SPDR S&P Health Care Equipment ETF
XHE
$168M
$1.63M 0.02%
20,738
– –
AZN icon
140
AstraZeneca
AZN
$246B
$1.61M 0.02%
10,520
-73
-0.7% -$11K
AMAT icon
141
Applied Materials
AMAT
$417B
$1.53M 0.02%
7,451
+437
+6% +$79.3K
HLT icon
142
Hilton Worldwide
HLT
$70.8B
$1.53M 0.02%
5,862
+3,666
+167% +$991K
BRK.A icon
143
Berkshire Hathaway Class A
BRK.A
$1.11T
$1.51M 0.02%
2
– –
IBDX icon
144
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.73B
$1.5M 0.02%
58,614
+22,292
+61% +$566K
IBDY icon
145
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.09B
$1.44M 0.02%
54,783
+6,901
+14% +$179K
TSLA icon
146
Tesla
TSLA
$1.31T
$1.38M 0.02%
3,095
-30
-1% -$10.4K
XLP icon
147
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$1.36M 0.02%
17,397
-104,078
-86% -$8.41M
TETH
148
21Shares Ethereum ETF
TETH
$13M
$1.35M 0.02%
+64,697
New +$1.27M
ETH
149
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
$1.34M 0.02%
+34,305
New +$1.27M
ETHV
150
VanEck Ethereum ETF
ETHV
$95.5M
$1.34M 0.02%
+22,058
New +$1.27M
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 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.