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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
+5.05%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$8.66B
AUM Growth
+$1.09B
Cap. Flow
+$765M
Cap. Flow %
8.84%
Top 10 Hldgs %
44.49%
Holding
258
New
22
Increased
105
Reduced
67
Closed
17

Top Buys

Rank Stock Value
1
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$166M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$126M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$90.1M
4
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$82.1M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$75.6M

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$147M
2
SLV icon
iShares Silver Trust
SLV
+$126M
3
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$56.5M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$41.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$37.1M

Sector Composition

Rank Sector Weight
1 Technology 13.58%
2 Consumer Discretionary 6.24%
3 Industrials 6.2%
4 Financials 4.85%
5 Communication Services 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSCI icon
126
MSCI
MSCI
$40.8B
$2.65M 0.03%
4,613
-874
-16% -$490K
IBDZ
127
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$865M
$2.61M 0.03%
99,103
+392
+0.4% +$10.4K
SPGI icon
128
S&P Global
SPGI
$120B
$2.56M 0.03%
4,875
– –
IBDU icon
129
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.06B
$2.54M 0.03%
108,462
+3,974
+4% +$93.1K
EWJ icon
130
iShares MSCI Japan ETF
EWJ
$22.7B
$2.45M 0.03%
30,368
– –
CYBR
131
DELISTED
CyberArk
CYBR
$2.36M 0.03%
5,284
+1,102
+26% +$530K
SPEM icon
132
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.3M 0.03%
49,102
-2,400
-5% -$113K
CCJ icon
133
Cameco
CCJ
$43B
$2.22M 0.03%
24,284
+4,533
+23% +$408K
CBOE icon
134
Cboe Global Markets
CBOE
$29.5B
$2.21M 0.03%
8,800
-6,924
-44% -$1.72M
CSCO icon
135
Cisco
CSCO
$475B
$2.05M 0.02%
26,595
+11,465
+76% +$851K
FLOT icon
136
iShares Floating Rate Bond ETF
FLOT
$10.5B
$2.05M 0.02%
40,364
+6,398
+19% +$326K
TRGP icon
137
Targa Resources
TRGP
$56.9B
$2.03M 0.02%
+10,983
New +$1.85M
GLBE icon
138
Global E Online
GLBE
$6.86B
$1.99M 0.02%
50,550
-49,244
-49% -$1.83M
S icon
139
SentinelOne
S
$7.7B
$1.89M 0.02%
125,200
+925
+0.7% +$15.1K
BABA icon
140
Alibaba
BABA
$306B
$1.85M 0.02%
12,601
-25
-0.2% -$4.07K
NBIX icon
141
Neurocrine Biosciences
NBIX
$16.5B
$1.84M 0.02%
+13,000
New +$1.88M
AZN icon
142
AstraZeneca
AZN
$246B
$1.84M 0.02%
10,020
-500
-5% -$87.7K
INDA icon
143
iShares MSCI India ETF
INDA
$6.6B
$1.84M 0.02%
34,049
– –
AMD icon
144
Advanced Micro Devices
AMD
$774B
$1.83M 0.02%
8,556
-8,164
-49% -$1.83M
XHE icon
145
State Street SPDR S&P Health Care Equipment ETF
XHE
$168M
$1.83M 0.02%
20,738
– –
APH icon
146
Amphenol
APH
$206B
$1.82M 0.02%
+13,500
New +$1.81M
AMAT icon
147
Applied Materials
AMAT
$417B
$1.78M 0.02%
6,922
-529
-7% -$127K
DRS icon
148
Leonardo DRS
DRS
$11.9B
$1.78M 0.02%
52,124
+41,248
+379% +$1.52M
IBDT icon
149
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$1.75M 0.02%
68,726
+3,586
+6% +$91.3K
FROG icon
150
JFrog
FROG
$10.4B
$1.73M 0.02%
27,618
+11,903
+76% +$677K
4 5
6
7 8

Similar funds

GF
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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
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IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Meitav Investment House's Q4 2025 Portfolio in Review

As of Q4 2025, Meitav Investment House held 258 positions worth $8.66B, up 14% from $7.57B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meitav Investment House deployed $765M of net new capital in Q4 2025, opening 22 new positions and adding to 105 existing holdings. Its largest new stake was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 18% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Invesco S&P 500 Equal Weight ETF, an estimated $147M trimmed.

  • Meitav Investment House's largest Q4 2025 buy was ZIM Integrated Shipping Services: 3,434,304 shares worth $72.9M.
  • Meitav Investment House added most to State Street Communication Services Select Sector SPDR ETF in Q4 2025, an estimated $166M increase.
  • Meitav Investment House's biggest Q4 2025 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $147M.
  • Meitav Investment House fully exited Invesco S&P 500 Quality ETF in Q4 2025, selling an estimated $13.4M.
  • Meitav Investment House's ten largest holdings make up 44% of its $8.66B portfolio in Q4 2025.
  • Meitav Investment House opened 22 new positions and closed 17 in Q4 2025.
  • Meitav Investment House's portfolio value rose 14% quarter-over-quarter to $8.66B.

Based on Meitav Investment House's 13F filing for Q4 2025, filed 10 Feb 2026.