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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
RSSL
151
Global X Russell 2000 ETF
RSSL
$1.55B
$744K 0.01%
+9,477
New +$808K
MTB icon
152
M&T Bank
MTB
$36.3B
$669K 0.01%
3,742
+657
+21% +$125K
QLTA icon
153
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$663K 0.01%
13,984
-4,157
-23% -$196K
ISRG icon
154
Intuitive Surgical
ISRG
$141B
$639K 0.01%
1,291
+891
+223% +$493K
SLQD icon
155
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
$627K 0.01%
12,502
-1,243
-9% -$62.1K
PLTR icon
156
Palantir
PLTR
$407B
$614K 0.01%
7,222
-11,900
-62% -$1.05M
MOAT icon
157
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$614K 0.01%
7,024
-3,782
-35% -$348K
FTCS icon
158
First Trust Capital Strength ETF
FTCS
$7.95B
$597K 0.01%
6,656
– –
FTA icon
159
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$579K 0.01%
7,550
– –
PRGO icon
160
Perrigo
PRGO
$1.72B
$572K 0.01%
20,414
– –
SPOT icon
161
Spotify
SPOT
$101B
$560K 0.01%
1,018
-108
-10% -$60.4K
CRWD icon
162
CrowdStrike
CRWD
$225B
$554K 0.01%
6,268
-332
-5% -$31.6K
FDX icon
163
FedEx
FDX
$76.9B
$538K 0.01%
2,209
-515
-19% -$134K
IBDQ
164
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$523K 0.01%
20,875
-15,790
-43% -$396K
MO icon
165
Altria Group
MO
$109B
$521K 0.01%
8,958
-542
-6% -$29.6K
VCIT icon
166
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.7B
$517K 0.01%
6,323
+299
+5% +$24.2K
VGIT icon
167
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$511K 0.01%
8,610
+494
+6% +$28.9K
KMDA icon
168
Kamada
KMDA
$403M
$507K 0.01%
76,835
– –
QCLN icon
169
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$639M
$502K 0.01%
17,528
-10,427
-37% -$335K
MDWD icon
170
MediWound
MDWD
$179M
$496K 0.01%
31,502
– –
HLT icon
171
Hilton Worldwide
HLT
$72.4B
$489K 0.01%
2,147
– –
XME icon
172
State Street SPDR S&P Metals & Mining ETF
XME
$4.54B
$482K 0.01%
8,614
– –
FLOT icon
173
iShares Floating Rate Bond ETF
FLOT
$10.5B
$471K 0.01%
9,223
+3,974
+76% +$203K
ORLY icon
174
O'Reilly Automotive
ORLY
$74.6B
$461K 0.01%
4,830
– –
RF icon
175
Regions Financial
RF
$26.8B
$459K 0.01%
21,125
+3,786
+22% +$88.2K
5 6
7
8 9

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.