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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
QETH
151
Invesco Galaxy Ethereum ETF
QETH
$16.9M
$1.34M 0.02%
+32,382
New +$1.27M
ETHW
152
Bitwise Ethereum ETF
ETHW
$197M
$1.34M 0.02%
+45,063
New +$1.27M
EZET
153
Franklin Ethereum ETF
EZET
$37.7M
$1.34M 0.02%
+42,529
New +$1.27M
FETH
154
Fidelity Ethereum Fund
FETH
$1.01B
$1.34M 0.02%
+32,327
New +$1.27M
ETHA
155
iShares Ethereum Trust ETF
ETHA
$5.54B
$1.34M 0.02%
+42,554
New +$1.26M
CIBR icon
156
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.6B
$1.25M 0.02%
16,386
-200
-1% -$14.8K
IBDV icon
157
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.3B
$1.23M 0.02%
55,782
-6,964
-11% -$153K
FCNCA icon
158
First Citizens BancShares
FCNCA
$25.4B
$1.18M 0.02%
658
+96
+17% +$189K
BIL icon
159
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.15M 0.02%
12,541
-3,581
-22% -$328K
MRNA icon
160
Moderna
MRNA
$24.2B
$1.12M 0.01%
43,210
– –
MTB icon
161
M&T Bank
MTB
$36.4B
$1.1M 0.01%
5,567
+834
+18% +$164K
RSPM icon
162
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$186M
$1.07M 0.01%
32,715
– –
CSCO icon
163
Cisco
CSCO
$475B
$1.04M 0.01%
+15,130
New +$1.03M
EFIV icon
164
State Street SPDR S&P 500 ESG ETF
EFIV
$1.03B
$998K 0.01%
15,735
+581
+4% +$35.4K
RSSL
165
Global X Russell 2000 ETF
RSSL
$1.54B
$931K 0.01%
9,781
-675
-6% -$60.9K
USMV icon
166
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$918K 0.01%
9,652
– –
STIP icon
167
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$899K 0.01%
8,709
+3,737
+75% +$385K
CEG icon
168
Constellation Energy
CEG
$98.6B
$888K 0.01%
2,700
+1,700
+170% +$549K
GILT icon
169
Gilat Satellite Networks
GILT
$864M
$866K 0.01%
67,905
-1,051,448
-94% -$9.65M
MOAT icon
170
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$858K 0.01%
8,742
+3,496
+67% +$341K
BWXT icon
171
BWX Technologies
BWXT
$15.5B
$857K 0.01%
+4,650
New +$748K
RF icon
172
Regions Financial
RF
$26.9B
$857K 0.01%
32,491
+5,378
+20% +$140K
COIN icon
173
Coinbase
COIN
$39.2B
$848K 0.01%
2,513
+639
+34% +$217K
VCIT icon
174
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$846K 0.01%
10,054
+3,404
+51% +$283K
VGIT icon
175
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$839K 0.01%
13,987
+4,654
+50% +$278K
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 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.