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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
USMV icon
151
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$906K 0.01%
9,652
– –
RSSL
152
Global X Russell 2000 ETF
RSSL
$1.54B
$890K 0.01%
10,456
+979
+10% +$77.4K
EFIV icon
153
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
$885K 0.01%
15,154
+6,654
+78% +$361K
SGOV icon
154
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$689K 0.01%
6,843
-721
-10% -$72.5K
COIN icon
155
Coinbase
COIN
$39.2B
$657K 0.01%
1,874
+74
+4% +$17.3K
RF icon
156
Regions Financial
RF
$26.9B
$638K 0.01%
27,113
+5,988
+28% +$127K
MDWD icon
157
MediWound
MDWD
$179M
$608K 0.01%
31,502
– –
FTCS icon
158
First Trust Capital Strength ETF
FTCS
$7.99B
$605K 0.01%
6,656
– –
KMDA icon
159
Kamada
KMDA
$409M
$598K 0.01%
76,835
– –
FTA icon
160
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$594K 0.01%
7,550
– –
HLT icon
161
Hilton Worldwide
HLT
$70.8B
$585K 0.01%
2,196
+49
+2% +$11.7K
IBDS icon
162
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.87B
$585K 0.01%
24,106
-19,408
-45% -$468K
XME icon
163
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
$579K 0.01%
8,614
– –
QCLN icon
164
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$628M
$573K 0.01%
17,528
– –
CRWD icon
165
CrowdStrike
CRWD
$226B
$566K 0.01%
4,460
-1,808
-29% -$196K
QLTA icon
166
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$563K 0.01%
11,785
-2,199
-16% -$103K
VGIT icon
167
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$558K 0.01%
9,333
+723
+8% +$42.8K
VCIT icon
168
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$551K 0.01%
6,650
+327
+5% +$26.6K
PRGO icon
169
Perrigo
PRGO
$1.78B
$545K 0.01%
20,414
– –
KEN icon
170
Kenon Holdings
KEN
$3.34B
$545K 0.01%
13,234
– –
FINX icon
171
Global X FinTech ETF
FINX
$166M
$522K 0.01%
15,258
– –
STIP icon
172
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$511K 0.01%
+4,972
New +$510K
DRS icon
173
Leonardo DRS
DRS
$11.9B
$506K 0.01%
10,876
– –
EWBC icon
174
East-West Bancorp
EWBC
$18.2B
$499K 0.01%
4,945
+1,108
+29% +$98.2K
URGN icon
175
UroGen Pharma
URGN
$2.3B
$495K 0.01%
36,138
– –
5 6
7
8 9

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
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.